In this podcast episode, Kevin Thompson, founder and CEO of 9i Capital Group, hosts a discussion with insurance specialist David Kinder, known as "the tax-exempt wealth guy." They explore the insurance industry's response to Regulation Best Interest (RBI), which mandates obligations like disclosure, care, conflict of interest, and compliance.

David critiques the industry's resistance to fiduciary responsibilities and highlights ethical concerns, particularly with Indexed Universal Life (IUL) insurance. The conversation emphasizes the need for higher practice standards, ethical conduct, and client education, advocating for a balanced approach to regulation that prioritizes consumer interests.

Discussion on Industry Division (00:01:37) .

Regulation Best Interest Overview (00:02:16)