8/24/22: Compliance – Firm Element, BIA best practices, and email encryption reminder Product – New Annuity Product and Compensation Spreadsheet, updated WealthPort Plan & Propose Presentation by Cambridge Practice Management Peri Notes: Click here to download the PDF Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Aug 6 views You may also like 7/13/2022: Compliance: The latest learnings from BIA/DOL-PTE Presentation by Conversus StepStone 6 views Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Jul 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 7 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Jun 6/22/2022: Compliance – Reminder about DOL PTE effective June 30th. Product – Review of the Cambridge Digital Transformation center. A presentation by Pacific Oak. 3 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Jun 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 5 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Jun 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. 27 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Jun 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. 28 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Jun 5/25/2022: Compliance – Critical updates around DOL PTE and upcoming trainings and updates to the VAD/EAID Product – OneAmerica repricing Care Solutions lower and upcoming webinars Presentation by City National Rochdale 25 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 May 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 29 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 May 5/11/2022: Compliance updates around SEC’s Marketing Rule, Form CRS delivery, and Email security reminder. Product updates around Annuity Income Rider changes and three great webinars coming up. A presentation by our DAR Brokerage General Agency. 21 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 May 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 «12345»Page 3 of 5
