Jeff Evanello - DOL Fiduciary Rule update and how it will affect the Financial Advisor (30 minutes) .
Pete Valadez - Waddell and Reed , Jim Cannon - Dynamic Wealth Advisors will each discuss how their firms are preparing Advisors for the transformational changes of the pending April 2017 DOL Fiduciary Rule.
Allan Small - Mass Mutual - Life Insurance In a Qualified Plan - Insurance CE Credit (One Hour)
Topics to be discussed include:
- What are the new Department of Labor regulations and how did we get to this point?
- What is now considered "Reasonable Compensation?"
- What are the business implications of the new regulations?
- What does this mean for advisors, registered reps and insurance agents?
- Selling Life Insurance in Qualified Plans and how this will be interpreted by the Department of Labor.
Space is limited. Please register here:
Please call 480-695-8603 or email Jeff at email@example.com if interested in attending. Thank you.