9/18/2024:Compliance: OBA and paperwork submission reminders. Business: Upcoming webinars and work with Cambridge. Presentation by Cambridge on CIRstatements.

Notes: Click here to download the PDF

Weekly Rep Calls – 2024,
Weekly Rep Calls – 2024 Sep
2 views

You may also like

9/25/2024: Compliance: Teleconference Screen Sharing and QR code Disclosures. Business: Cambridge Technology Enhancements and upcoming webinars. Spotlight on Success Presentation with Bluecap.
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
9/11/2024: 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.
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.
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
8/28/2024:Compliance: Off Channel Communication, Device inventory, and buffered ETFs. Business: Ignite thoughts and Do note bill changes. Presentation by Duncan Walsh Advisors.
8/28/2024:Compliance: Off Channel Communication, Device inventory, and buffered ETFs. Business: Ignite thoughts and Do note bill changes. Presentation by Duncan Walsh Advisors.
3 views
Weekly Rep Calls – 2024,
Weekly Rep Calls – 2024 Aug
8/14/2024:Compliance - OSJ team announcement, Structured notes, and Presidential election contributions reminder. Business - AI tools webinar recording. Presentation by the Church brothers.
8/14/2024:Compliance – OSJ team announcement, Structured notes, and Presidential election contributions reminder. Business – AI tools webinar recording. Presentation by the Church brothers.
1 views
Weekly Rep Calls – 2024,
Weekly Rep Calls – 2024 Aug
8/9/2024: A Special DAR webinar with EncorEstate
8/9/2024: A Special DAR webinar with EncorEstate
2 views
Weekly Rep Calls – 2024,
Weekly Rep Calls – 2024 Aug
8/8/2024:Compliance: BIA and QPR best practices. Business: Navigating AI tools, Planning your Ignite agenda, and new CLIC Dashboard tab. Presentation by DAR Financial Planning.
8/8/2024:Compliance: BIA and QPR best practices. Business: Navigating AI tools, Planning your Ignite agenda, and new CLIC Dashboard tab. Presentation by DAR Financial Planning.
2 views
Weekly Rep Calls – 2024,
Weekly Rep Calls – 2024 Aug
8/1/2024: A Special DAR webinar with FS Investments
8/1/2024: A Special DAR webinar with FS Investments
1 views
Weekly Rep Calls – 2024,
Weekly Rep Calls – 2024 Aug
7/31/2024: Compliance- WY ESG Disclosure, Pershing Tax Statement Charge, and Annuity Exchanges. Business- CLIC submission buttons live.
7/31/2024: Compliance- WY ESG Disclosure, Pershing Tax Statement Charge, and Annuity Exchanges. Business- CLIC submission buttons live.
1 views
Weekly Rep Calls – 2024,
Weekly Rep Calls – 2024 Jul
7/24/2024: Compliance - Ethereum ETF approvals, FCCS RMD notifications, and next Admin/Solo call. Business - Final RMD regulation, Fee based VUL approved. Interview with Rickey Thomas.
7/24/2024: Compliance – Ethereum ETF approvals, FCCS RMD notifications, and next Admin/Solo call. Business – Final RMD regulation, Fee based VUL approved. Interview with Rickey Thomas.
0 views
Weekly Rep Calls – 2024,
Weekly Rep Calls – 2024 Jul
1234
Page 1 of 4