04/08/26 Compliance: Gift Limit Amendment, Account Periodic; Business: Pershing: Immediate Action Required, Update of PIPs in NFS, Access to Morningstar Annuity Tool; Presentation: Road to Innovate: SEI Peri Notes: Click here to download the PDF Compliance: Gift Limit AmendmentAccount Periodic Business: Pershing: Immediate Action RequiredUpdate of PIPs in NFSSuccession Planning Web Conference – April 15CIRStatements enhancementsAccess to Morningstar Annuity tool Presentation: Road to Innovate: SEI 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Apr You may also like 45:54 04/22/26 Compliance: AI Precheck in RegEd Communications Review; Business: NEW MyRepChat Updates, Financial Planning – CLIC Advisor Updates; Presentation: Road to Innovate: Pacer 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Apr 04/15/26 Compliance: Updates to E&O coverage, Cambridge focal points; Business: Snappy Kraken Integration Update, CLIC Client Two Factor Authentication, Designation Discounts; Presentation: Road to Innovate: Protective 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Apr Connections Call 04/01/26 Compliance: Admin & Solo Practitioner Call recording available, Financial Planning Guide; Presentation: Road to Innovate: First Trust with Eric 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Apr 46:18 03/25/26 Compliance: Admin & Solo Call, Annual Letter Mailing; Business: A Greg Hicks Tech Tip, Pershing Users – One Time Passcode Update; Presentation: Road to Innovate: TruChoice with Chris 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Mar 45:21 03/18/26 Compliance: Cryptocurrency Training, Admin & Solo Practitioner Call; Business: New Client Resources Addressing Market Volatility and Headlines, Upcoming Community of Women Webinar; Presentation: Road to Innovate: Columbia Threadneedle with Andrew 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Mar 38:21 03/11/26 Compliance: Exciting Announcement: New Virtual Admin Team Member, Next Admin & Solo Practitioner Call; Business: New CAAP Service Experience Team, Duncan and Cambridge Estate Planning Webinar; Presentation: Road to Innovate: SWBC Investment Services 2views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Mar 46:17 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 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Mar 48:29 02/25/26 Compliance: Private Investment Form Update, Upcoming Change: 529 Beneficiary Information for Direct Plans, Alternative Investment Tips; Business: Upcoming Webinar – 7 Ideas to Manage RMD Rules, Bundled Technology Support Packages Coming Soon, New Zocks/CLIC Integration; Presentation: Breached: Identity Theft with Steve from Prudential 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Feb 02/18/26 Compliance: Updated Complex Product Concentrations, New DocuSign Experience – Encryption Requirements; Business: Innovate Registration LIVE, Your Digital Strategy; Presentation: Cambridge Private Client Solutions with Jeff and Janey 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Feb 48:48 02/11/26 Compliance: Important Reminder Regarding Proposal and Analysis Tools, Forms Requiring Supervision: Updated List; Business: DWA Models Updated, Get Paid – Check Qualified Comp Report; Presentation: Duncan Brokerage General Agency with Robb and Jon 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Feb 12»Page 1 of 2
