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Weekly Rep Calls – 2022 Aug

Home » Video Category » Weekly Rep Calls – 2022 » Weekly Rep Calls – 2022 Aug

5 videos found

8/31/22: Compliance: DOLPTE Reminders and Trusted Contact. Product: CLIC New Dashboard and upcoming webinars. Presentation by Client Solutions on Bamboo Marketing

8/31/22: Compliance: DOLPTE Reminders and Trusted Contact. Product: CLIC New Dashboard and upcoming webinars. Presentation by Client Solutions on Bamboo Marketing

5 views

Weekly Rep Calls – 2022,

Weekly Rep Calls – 2022 Aug

8/24/22: Compliance - Firm Element, BIA best practices, and email encryption reminder Product - New Annuity Product and Compensation Spreadsheet, updated WealthPort Plan & Propose Presentation by Cambridge Practice Management

8/24/22: Compliance – Firm Element, BIA best practices, and email encryption reminder Product – New Annuity Product and Compensation Spreadsheet, updated WealthPort Plan & Propose Presentation by Cambridge Practice Management

6 views

Weekly Rep Calls – 2022,

Weekly Rep Calls – 2022 Aug

8/17/2022: Introduction of our newest supervision team member. Compliance: SEC Marketing Rule updates & reminder about compliant texting. Presentation on Duncan Walsh Advisors

8/17/2022: Introduction of our newest supervision team member. Compliance: SEC Marketing Rule updates & reminder about compliant texting. Presentation on Duncan Walsh Advisors

7 views

Weekly Rep Calls – 2022,

Weekly Rep Calls – 2022 Aug

8/10/22: Compliance - Upcoming SEC Marketing Rule. Product - Future of Asset Management Virtual Conference and MoneyGuard VUL product call. Presentation by our Insurance Brokerage General Agency

8/10/22: Compliance – Upcoming SEC Marketing Rule. Product – Future of Asset Management Virtual Conference and MoneyGuard VUL product call. Presentation by our Insurance Brokerage General Agency

4 views

Weekly Rep Calls – 2022,

Weekly Rep Calls – 2022 Aug

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

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,

Weekly Rep Calls – 2022 Aug

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