DOL Fiduciary Rule: What You Need to Know NOW!

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  • Опубліковано 19 жов 2024
  • The Department of Labor's (DOL) much-anticipated Fiduciary Rule will potentially reshape how we conduct business in the annuity marketplace.
    Join us as we unpack the Fiduciary Rule where we’ll dive into how the final rule will impact your practice, your compensation, and your sales processes.
    As your trusted partner, CreativeOne is committed to keeping you informed and supported through regulatory changes, leveraging our expertise in navigating the new regulatory landscape.
    We are here to support you every step of the way. Together, we will navigate through these changes and emerge stronger than ever.
    Agenda:
    When the new rule will be effective.
    The changes to your client disclosures and sales process.
    The impact on your cash and non-cash compensation.
    Have questions or want to learn how CreativeOne can help you navigate the changes? Book a strategy session with our team here: www.creativeon...

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