1/31/2024: Compliance – Communication Review Module. Product – New Annuity Academy at Cambridge and changes to Cambridge recommended list. Presentation by Precise FP Peri Notes: Click here to download the PDF Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Jan 2 views You may also like 11/6/2024: Compliance – New Off Channel communication protocol. Business – Cyber Secure webinar series. Presentation by BlackRock 1 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Nov 10/30/2024: Compliance – Annuity Disclosure update and Webcapture Bypass. Business – Upcoming webinars and Practice Management Insights. Presentation by Neuberger Berman 0 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Oct 10/23/2024: Compliance: Forms requiring OSJ approval and OBA complaints. Business: Referral bonus reminder and updates to Netx360 login experience. Presentation by TruChoice 1 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Oct 10/16/2024: Compliance – End of year reminders for annual requirements. Business – iPipeline signature approvals, CyberSecurity webinars, and Hubly. Presentation by Lord Abbett 1 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Oct 10/9/2024: Compliance: FIA Licensing Requirement and Annuity Paperwork Processing Business: Timeline 3EDGE. Introduction of Services presented by Ryan Connolly, Monica Chandra, and Fritz Foltz 2 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Oct 10/02/2024: Compliance: DWA Updates, WealthPort Trading Program Launching Business: Navigating the Energy Sector for Tax Deductibility Today. Presentation by Nick White of US Energy 0 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Oct 9/25/2024: Compliance: Teleconference Screen Sharing and QR code Disclosures. Business: Cambridge Technology Enhancements and upcoming webinars. Spotlight on Success Presentation with Bluecap. 3 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Sep 9/18/2024:Compliance: OBA and paperwork submission reminders. Business: Upcoming webinars and work with Cambridge. Presentation by Cambridge on CIRstatements. 3 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Sep 9/11/2024: Compliance: copying & pasting best practices and performance reporting reminders. Business: Trial runs for AI technology, RPM 2025, and FP referral rewards. Spotlight on Success with Judi Griffin. 2 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Sep 9/4/2024:Compliance: Email encryption reminders and Missouri ESG changes. Business: FSI Open Enrollment and New Technology Enhancements. Presentation by DAR BGA. 3 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Sep 123…5»Page 1 of 5