2/5/2025: Compliance: Communication Review Expiration Notices. Business: DAR on EncorEstate Webinar and New CIRStatements Preview. Presentation by Jackson National. Notes: Click here to download the PDF
1/29/2025: Compliance – RegEd Advertising renewal emails. Business – Big CLIC Advisor updates. Presentation from the entire OSJ Team. Notes: Click here to download the PDF
1/22/2025: Compliance – Paperwork Status Monitor, Trusted Contact updates, and Proof of Services Delivered. Business – Checking your Qualified Compensation report. Notes: Click here to download the PDF
