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Weekly Rep Calls – 2022 Aug
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Weekly Rep Calls – 2022
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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
5 views
Weekly Rep Calls – 2022
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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
6 views
Weekly Rep Calls – 2022
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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
7 views
Weekly Rep Calls – 2022
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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
4 views
Weekly Rep Calls – 2022
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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
3 views
Weekly Rep Calls – 2022
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Weekly Rep Calls – 2022 Aug
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