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 Peri Notes: Click here to download the PDF Compliance: Annuity Disclosure Updates Business: New CLIC Dashboard EnhancementsDWA 1st Quarter UpdatesCambridge Source CybersecurityThe Importance of Succession Planning Presentation: Ategenos 4views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jun You may also like 52:45 08/13/25 – Recording Weekly Connections Call 2views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Aug 57:31 08/06/25 – Recording Weekly Connections Call 3views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Aug 54:45 Recording Weekly Connections Call 07/30/25 2views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jul 59:11 Recording Weekly Connections Call 07/24/25 3views 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 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jun 49:16 6/18/25 – Recording Connections Call with Neuberger Berman 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 2views 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 123»Page 1 of 3
