Connections Call 09/02/26 Compliance: New Testimonial Vendors and Policy Reminder, Cambridge Annual Firm Element Compliance Training Requirements; Business: New Business Management Resource, First Time at Ignite? Talk with Tom; Presentation: The Revenue Roadmap: Financial Planning

Notes: Click here to download the PDF

Compliance:
New Testimonial Vendors and Policy Reminder
Cambridge Annual Firm Element Compliance Training Requirements

Business:
Digital Experience Office Hours: Mastering the Enhanced DocuSign Experience
New Business Management Resource: Koyfin
First time at Ignite? Talk with Tom

BGA Special:
Life Insurance Awareness Month
What’s the BGA Doing?

Presentation:
The Revenue Roadmap: DAR Financial Planning

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