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American National DOL Fiduciary Rule Update
The DOL has issued restrictive policies on the sale of certain products from a qualified plan.
North American - Your Potential Fiduciary Obligations
In 2020, the DOL created new rules that impact those advising & selling in the qualified marketplace
North American - PTE 84-24 Disclosure and Acknowledgment Form for Qualified Annuity Purchase
This form provides important information to know prior to making a purchase of an annuity contract.
North American - Kevin Mechtley DOL Update
Kevin Mechtley, of North American, delivers a DOL update via video.
DOL Extends Fiduciary Rule Compliance Date, Including Rollover Advice
ThinkAdvisor - The DOL extended the non-enforcement policy on its fiduciary rule to Jan. 31, 2022
DOL to Redefine 'Fiduciary' in New Rule
ThinkAdvisor - The DOL plans to issue a proposed rulemaking update to the definition of "fiduciary"
New DOL Fiduciary Rule Creating Regulatory Whiplash
The DOL is setting up "regulatory whiplash" by requiring advisors to comply with new fiduciary rule.
Investment Advice Rule Could Still End Up Back In Court
InsuranceNewsNet - The Department of Labor has settled on an investment advice rule.
What to Do About the Return of the DOL Rule
ThinkAdvisor - Much to the chagrin of the advisory community, the Department of Labor rule is back.
DOL Issues Fiduciary Rule Guidance, Spells Out Compliance Requirements
Financial Advisor IQ - The Department of Labor has issued guidance on fiduciary investment advice.
DOL Releases Fiduciary Rule Guidance
The guidance relates to the DOL's "Improving Investment Advice for Workers & Retirees" exemption.
How Do DOL Rules Impact Insurance Producers
The DOL has allowed the previous administration's final fiduciary advice to go into effect.
Rollovers Are Fiduciary Advice Under New DOL Rule
Approved DOL fiduciary prohibited transaction exemption treats rollovers as fiduciary advice.
Implementing a Medicare Lead Conversion Process That Works
Increase Medicare sales by fine-tuning your lead conversion process. Andrew Riis, Co-Founder of RA Marketing shows you how. This webinar presentation...
Prepare for AEP With a Superior Online Presence
Having an online presence is key to AEP success. In this webinar, you’ll receive information from an insurance marketing expert regarding effective...