08/27/25 – Recording Weekly Connections Call Peri Notes: Click here to download the PDF Compliance: Increasing the Gifting Limit Upcoming Charges to be Buffered Products Business: Downloading Your Annuity BOBNew CAAP/UMA Offerings (and Forms)CIRStatements (WOVE) UpdatesRightBridge UpdatesNew Alternatives Added Presentation: Growing Your Retirement Plan Business with DAR and Tim Kunkle 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Aug You may also like 56:08 4/2/2025: Compliance: Review and adapt to compliance updates, including E&O coverage changes. Presentation by SEI: structured referral program, Growth Lab, platform for scalability and growth opportunities, factor investing strategies. 3views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Apr 49:34 3/19/2025: Compliance -The importance of understanding off channel communication. Business- New Registration for Pershing and discounted professional designations. A presentation by Lord Abbett. 3views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Mar 47:47 3/12/2025: Compliance – Survey coming soon and fingerprinting for all persons. Business – Wove delayed, Morningstar SDBA approved, and FICA is now KEEP. Presentation by T. Rowe Price. 4views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Mar 45:48 3/5/2025: Compliance: Branch Reviews and Upcoming Survey. Business: CAAP updates, Equitable Trail Changes, and a Practice Management Tip. Presentation by Protective. 2views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Mar 45:26 2/27/2025: Compliance: Increased Phishing attempts, CLIC account Periodic reminders, and 3rd party vendor site on cir2.com. Business: Upcoming webinars, CIRStatements training reminder for wove, and CLIC Dashboard trainings. Presentation by TPFG. 2views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Feb 44:01 2/19/2025:Compliance: BIA & RightBridge Best Practices. Business: CIRStatements update coming soon. Presentation by Equitable. 3views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Feb 55:07 2/12/2025: Compliance – Communication Review Expiration notices and Wealthscape app enhancement. Business – Upgrades to CIRStatements and webinar’s coming soon and other Cambridge Tech updates. Presentation by Duncan Walsh Advisors. 3views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Feb 48:15 2/5/2025: Compliance: Communication Review Expiration Notices. Business: DAR on EncorEstate Webinar and New CIRStatements Preview. Presentation by Jackson National. 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Feb 1:00:03 1/29/2025: Compliance – RegEd Advertising renewal emails. Business – Big CLIC Advisor updates. Presentation from the entire OSJ Team. 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jan 49:42 1/22/2025: Compliance – Paperwork Status Monitor, Trusted Contact updates, and Proof of Services Delivered. Business – Checking your Qualified Compensation report. 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jan «1234»Page 3 of 4
