1/26/22: Enhancements to AdvicePay, new Athene RILA hits the market, and a presentation by NexPoint Peri Notes: Click here to download the PDF Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Jan 10 views You may also like 5/4/2022: Latest on DOL PTE, FINRA phishing emails, updates to AdvicePay, and a presentation by Duncan Walsh Advisors. 18 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 May 4/27/2022: Updates on the Cambridge ADV, Help with your Annuity Disclosures, and a presentation by Prudential Annuities 17 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Apr 4/20/2022:Trusted Contact and Trading Authority, New Approved QZ REIT, and a presentation by Lord Abbett 17 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Apr 4/13/2022: Updates on the Alternative Investments changes, a PSA about Beneficiary IRA Annuities, and a presentation from Russell Investments 17 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Apr 4/6/2022: Updates to BIA form and AI disclosure now available and a presentation by Horizon 15 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Apr 3/23/2022: Compliance reminders on Alternatives and Vulnerable clients, an upcoming Cambridge events this summer, and a sneak preview of the Annual Branch Meeting 14 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Mar 3/16/2022: Hearsay for texting, a review of sponsors for the upcoming Branch Meeting, and a presentation by Asset Map 17 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Mar 3/9/2022: Important compliance reminders (proxy voting, Alternative’s and Variable/RILA Annuities), Fee-Based Annuities, and a presentation from Franklin Templeton 12 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Mar 3/2/22: Reminder about Financial Planning changes, Cryptocurrency update, and a presentation by SEI 13 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Mar 2/23/2022: Changes to Group HSA paperwork requirements, updates to Alternative Investments, and a presentation by Dunham & Associates 11 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Feb «123456…10»Page 4 of 10
