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Weekly Rep Calls – 2022 Aug

← Weekly Rep Calls – 2022

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

Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Aug

4 views

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

Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Aug

5 views

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

Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Aug

5 views

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

Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Aug

3 views

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

Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Aug

2 views

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Check out the background of firms and investment professionals on FINRA's BrokerCheck.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Duncan Advisor Resources and its subsidiaries are separate entities.

This communication is strictly intended for individuals in all 50 states. No offers may be made or accepted from any resident outside the specific state(s) referenced.
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