Advanced Planning Training, Facts Part 1 Peri 3views You may also like 8/3/22: An overview of the DAR Financial Planning Program 2views Financial Planning 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 3views Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Aug 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. 2views Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Jul 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 7views Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Jul 7/13/2022: Compliance: The latest learnings from BIA/DOL-PTE Presentation by Conversus StepStone 6views 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 7views 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. 3views 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 5views 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. 27views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Jun 6/8/2022: Reviewing how to do proposals and comparisons in the Morningstar Annuity Intelligence tool 5views Practice Management «1…2526272829…36»Page 27 of 36
