Understanding the DOL Rule and Its Impact on Agents
7 Figure Annuity Sales
English - May 06, 2024 11:00 - 22 minutes - 40.7 MB - ★★★★★ - 43 ratingsHow To Education Business Investing safemoney annuities annuitysales annuitysalestraining insurancesales salestraining Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Explore the upcoming DOL Rule effective September 23, 2024, and its implications for financial advisors. Understand the expanded definition of a fiduciary, the responsibilities for providing honest, best-interest advice, and the exemptions for insurance intermediaries like IMOs, FMOs, and BGAs. We'll guide you on preparing for the new standards—staying informed, ensuring compliance, and continually enhancing your knowledge to best serve your clients.