06/03/26 Compliance: Best Interest Analysis Form Tips; Business: Succession Planning Quiz, New Quarterly AI Practice Management Connections Call, Major Updates to FireLight; Presentation: DAR Financial Planning Team Peri Notes: Click here to download the PDF Compliance: Best Interest Analysis Form Tips Business: CLIC Workstation – Client ManagementCLIC Workstation – Business AnalyticsSuccession Planning QuizNew Quarterly AI Practice Management Connections CallMajor Updates to FireLight Presentation: DAR Financial Planning Team 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Jun You may also like 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 08/05/26 Compliance: Financial Planning: Form Updates, Resources, and Best Practices; Business: NetXInvestor OTP Change August 28th, AI Insight Training Moving, Upcoming Webinars; Presentation: US Energy with Fred 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Aug 07/29/26 Compliance: Cybersecurity & Compliance Considerations: AI; Business: Firelight Annuity Submission Reminder, Updates to Voya Select Advantage Product; Presentation: Homestead Funds with Matt 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Jul 07/22/26 Compliance: Changes to Product Concentration Guidelines, New MFA Requirements for Electronic Signatures and Understanding Risks and Controls; Business: Client Protection Resources, July 30th Webinar – CIR New Advisor Managed Account Solution, Ignite Conference Credit Email; Presentation: ACM with Ken 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Jul 47:49 07/15/26 Compliance: Common NIGO’s, On-screen Demo: Email Encryption with the S-word; Business: Roth Conversion Strategy/Investment, Wealthtender, Ignite Dinner; Presentation: Robert from BNY 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Jul 06/24/26 Compliance: Investment Exchange Disclosure – Annuity Change to Form Name and Usage Guidance; Business: Learn About New Succession Planning Quiz, CAAP Changes and New Wealthport Paperwork; Presentation: Federated Hermes: Part of the Innovate Sponsor Series 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Jun 06/17/26 Compliance: E&O Certificate update, MFA for CIR2.com status – why multiple MFA requirement throughout the day?, Complex Products; Business: IPO Information – who’s allowed?; Presentation: First Eagle 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Jun 1234»Page 1 of 4
