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 Peri Notes: Click here to download the PDF Compliance: Upcoming Automated Licensing Checks for Annuity Business in FireLightDocuSign/SMS verificationEstate Planning Vendor Relationships and Financial Planning Fee Expectations Business: Protective Virtual SuperCE EventMyRepChat Group TextingNew Promoter Agreement MarketingUnpaid Compensation reminder Presentation: Transamerica with Ken 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Aug You may also like 54:25 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 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Jun 05/27/26 Compliance: DocuSign Transition, Innovate: Compliance Hot Topics; Business: New Quarterly AI Practice Management Connections Call, DWA Investment Options Update; Presentation: Betterment Pt 2 with Thomas 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 May 05/13/26 Compliance: Account Periodic, Fingerprinting Requirements; Business: Security Update on NetXInvestor, Ignite Registration is Open; Presentation: Road to Innovate: CoreBridge 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 May 44:07 05/06/26 Compliance: Demo of the New AI Advertising Tool; Business: Tech Access/Changes: eSignature, MFA, Contrafirm Awareness, CRC, Upcoming Webinars; Presentation: Road to Innovate: The Pacific Financial Group (TPFG) 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 May 37:46 04/29/26 Compliance: Smarsh Monitoring for Teams, Phishing Campaign; Business: Contrafirm Awareness Table, Updates in Indy, Referral Bonus Reminder; Presentation: Road to Innovate: Reflecting on 2025 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Apr 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 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 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Apr 47:17 Connections Call 04/01/26 Compliance: Admin & Solo Practitioner Call recording available, Financial Planning Guide; Presentation: Road to Innovate: First Trust with Eric 1views 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 «1234»Page 2 of 4
