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User Videos
220 video(s) found
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
3 views
Weekly Rep Calls – 2022
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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.
2 views
Weekly Rep Calls – 2022
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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
6 views
Weekly Rep Calls – 2022
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Weekly Rep Calls – 2022 Jul
7/13/2022: Compliance: The latest learnings from BIA/DOL-PTE Presentation by Conversus StepStone
6 views
Weekly Rep Calls – 2022
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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
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Weekly Rep Calls – 2022
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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
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Weekly Rep Calls – 2022
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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
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Weekly Rep Calls – 2022
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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
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Weekly Rep Calls – 2022
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Weekly Rep Calls – 2022 Jun
6/8/2022: Reviewing how to do proposals and comparisons in the Morningstar Annuity Intelligence tool
4 views
Practice Management
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.
27 views
Weekly Rep Calls
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Weekly Rep Calls – 2022
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Weekly Rep Calls – 2022 Jun
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