03/04/26 Compliance: Death of a Client Guidance, Annuity Guidance; Business: Registered for Innovate? Tell LinkedIn!, FamVault; Presentation: Road to Innovate: Dylan from Jackson Peri Notes: Click here to download the PDF Compliance: Death of a Client GuidanceAnnuity Guidance Business: Registered for Innovate? Tell LinkedIn!FamVaultReferral Rewards Reminder Presentation: Road to Innovate: Dylan from Jackson 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Mar You may also like 10/21/26 Compliance: Complaint, Grievance and DDR Escalation Procedures; Business: Cambridge Charitable Gift Fund Changes, CLIC Advisor Client Email Notification Sender Address Change, AI in Practice: Zocks x Claude — Year-End Tax Planning Webinar; Presentation: Zocks Power Users Advisor Panel 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Oct 10/14/26 Compliance: Reminder to Notify Registration and Licensing When an NRF Terminates, Personal Securities Disclosure; Business: 2026 Year End Reminders, FSI CoveredAdvisor Open Enrollment; Presentation: AI and the New Rules of Advisor Marketing with Jane from FMG 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Oct 10/07/26 Compliance: Beware of Regulatory Impersonation Scams; Business: FMG and Cambridge Testimonials Platform, CAAP Model Name Changes and Updated Paperwork, CLIC Workstation Indy/Zocks Integration; Presentation: Hiring that Next Gen Advisor with Stephanie 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Oct 09/30/26 Compliance: Documentation & OSJ Tips; Business: RPM 2027 Enrollment, New Status Indicators for Auto-submitted Paperwork; Presentation: Ignite Breakout Remix with Andrew and Cassandra 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Sep 09/23/26 Compliance: OBA Updates, AI Compliance; Business: NEW Contingent Deferred Annuities, Cambridge Community of Women Webinar; Presentation: Ignite Recap 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Sep 09/09/26 Compliance: Positions of Trust Immediate Family, BIA Requirement; Business: MarketCentral Reminder, Cambridge Stronger Podcast Episode; Presentation: DWA Update 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Sep Connections Call 09/02/26 Compliance: New Testimonial Vendors and Policy Reminder, Cambridge Annual Firm Element Compliance Training Requirements; Business: New Business Management Resource, First Time at Ignite? Talk with Tom; Presentation: The Revenue Roadmap: Financial Planning 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Sep 52:24 08/26/26 Compliance: CIR NIGO’s and Alternative Investment Advice; Business: Ignite + Dinner = Fun Times, CLIC Generated Forms – 60 Days!; Presentation: Alan Roman from TruChoice 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Aug 08/19/26 Compliance: Upcoming Automated Licensing Checks for Annuity Business in FireLight, Estate Planning Vendor Relationships and Financial Planning Fee Expectations; Business: Protective Virtual SuperCE Event, New Promoter Agreement Marketing; Presentation: Transamerica with Ken 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Aug 42:28 08/12/26 Compliance: Prediction Markets Policy and Informational Update, Cambridge: Staff / Admin. Training Opportunity – (Virtual 1/2 Days) August 18-20 ; Business: Recreate Form Sets from a Voided Envelope in CLIC, Zocks 201 Webinar; Presentation: Inland Securities with Doug 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Aug 1234»Page 1 of 4
