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

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, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 May

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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

Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 May

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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.

Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 May

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5/4/2022: Latest on DOL PTE, FINRA phishing emails, updates to AdvicePay, and a presentation by Duncan Walsh Advisors.

5/4/2022: Latest on DOL PTE, FINRA phishing emails, updates to AdvicePay, and a presentation by Duncan Walsh Advisors.

Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 May

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