5/18/2022: Compliance – Rightbridge updates and changes to source of funds requirements for mobile deposits. Product – New Transamerica RILA and Cambridge Connect Conference. Presentation by CreativeOne Peri Notes: Click here to download the PDF Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 May 21 views FacebookTwitterLinkedinPin ItTumblrWhatsApp You may also like 8/10/22: Compliance – Upcoming SEC Marketing Rule. Product – Future of Asset Management Virtual Conference and MoneyGuard VUL product call. Presentation by our Insurance Brokerage General Agency Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Aug 2 views 8/3/22:Compliance: Common reasons for DOLPTE Not in Good Order submissions. Product: Updates from Virtus, Lord Abbett, and Transamerica. Spotlight on Success videos. Presentation by DAR Financial Planning Department Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Aug 1 views 7/27/2022: Compliance: Reminder about PST’s and logging them in RegEd Product: New Pac Life VA and updates to MarketCentral Presentation by Sierra Investments. Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jul 1 views 7/20/22: Updates: BIA CLIC error and new Cambridge Recruiting bonus. Compliance: Trade Review Best Practices and Reminder about U4 Amendments. Presentation by Bluerock Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jul 4 views 7/13/2022: Compliance: The latest learnings from BIA/DOL-PTE Presentation by Conversus StepStone Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jul 5 views 6/29/2022: Cambridge – Updates to new Technology fee and Digital Transformation. Compliance – DOL PTE implementation June 30th. Product – Two new Traditional Alternative’s added. Presentation by Apollo Global Management Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jun 6 views 6/22/2022: Compliance – Reminder about DOL PTE effective June 30th. Product – Review of the Cambridge Digital Transformation center. A presentation by Pacific Oak. Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jun 2 views 6/15/2022: Compliance: DOL PTE reminders, Rights of Reinstatement reminder Product: Cambridge Ignite and updates to the Wealthport Daily Trade suppression. A presentation from Inland Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jun 4 views 6/8/2022: Compliance: Reminder about DOL PTE enforcement at month end and RightBridge going live. Product: New SMA’s added to WealthPort, paperwork updates, and a “sizzling” video. Presentation by FS Investments. Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jun 25 views 6/1/2022: Compliance: DOL PTE updates and E&O updated pricing. Product: Upcoming webinar about cash investing and Ivy Funds changes Presentation by First Trust. Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jun 26 views 123…8»Page 1 of 8
