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Weekly Rep Calls – 2022 May
← Weekly Rep Calls – 2022
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
Weekly Rep Calls
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Weekly Rep Calls – 2022
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Weekly Rep Calls – 2022 May
24 views
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
Weekly Rep Calls
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Weekly Rep Calls – 2022
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Weekly Rep Calls – 2022 May
26 views
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.
Weekly Rep Calls
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Weekly Rep Calls – 2022
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Weekly Rep Calls – 2022 May
19 views
5/4/2022: Latest on DOL PTE, FINRA phishing emails, updates to AdvicePay, and a presentation by Duncan Walsh Advisors.
Weekly Rep Calls
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Weekly Rep Calls – 2022
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Weekly Rep Calls – 2022 May
17 views
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