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. Peri Notes: Click here to download the PDF 2views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Feb You may also like 54:45 Recording Weekly Connections Call 07/30/25 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jul 59:11 Recording Weekly Connections Call 07/24/25 2views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jul 51:36 Recording Weekly Connections Call 07/16/25 with Duncan Advisor Resources (DAR) Life BGA 2views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jul 51:16 Recording Connections Call 07/09/25 with DAR Planning Department 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jul 51:16 6/25/25 – Recording Connections Call with Athene 0views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jun 49:16 6/18/25 – Recording Connections Call with Neuberger Berman 2views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jun 47:21 6/11/25 – Compliance: Annuity Disclosure Updates Business: New CLIC Dashboard Enhancements DWA 1st Quarter Updates Cambridge Source Cybersecurity The Importance of Succession Planning Presentation: Ategenos 3views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jun 36:33 6/4/25 – Compliance: FCCS/NFS: “Click to Agree” eDelivery Email to Clients, Introducing the Something Wonderful Award, Pershing: Abandoned Property Management and Quarterly Transfer, Pershing Ancillary Fees and Ticket Charges, Fee Billing: Monthly Billing Review 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jun 41:14 5/28/25 – Compliance: Account Roles (Trusted Contact, POA, etc.) Business: Ignite Registration Reminder, CPE’s from Protective, Jackson Launches MLP 3, State of Succession Webinar Presentation: Nationwide 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 May 50:39 5/21/2025 – Compliance: Rightbridge Product Profiler, Trade Review Best Practices, Windows 10 Support Ending Business: Innovate Videos are LIVE, DWA Survey, Presentation by Pacer ETFs 2views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 May 123»Page 1 of 3
