After multiple delays, the DOL Fiduciary Rule is back and set to go into effect February 1. If you work with qualified funds, you need to watch! ERISA plans and rollover advice will be covered. This quick video covers things you need to know right NOW to do qualified business after February 1.
- February Commentary – Special Edition
- DOL Update for Client One Reps
- What do you say during turbulent times?
- Refuge from Major Equity Indexes in Recent Market Drawdowns
- Come Back to the Kingdom
- A Year of Self-Reflection
- CUNA Mutual Group: Best Content of 2019
- Triton Pacific & IPA
- Watch On: One for the Books
- Mitch Holthus Kicks Off Sales Summit