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227 videos found
7/13/2022: Compliance: The latest learnings from BIA/DOL-PTE Presentation by Conversus StepStone
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
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.
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
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.
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
6/8/2022: Reviewing how to do proposals and comparisons in the Morningstar Annuity Intelligence tool
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.
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,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
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
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
28 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.
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.
20 views
Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 May
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