Skip to content
Menu
Home
Who We Are
Duncan Advisor Resources Team
What We Do
Insurance Brokerage
Investments
Duncan Walsh Advisors
What Makes Us Different
Contact
Login
Close Menu
Weekly Rep Calls – 2022
← All Categories
7/20/22: Updates: BIA CLIC error and new Cambridge Recruiting bonus. Compliance: Trade Review Best Practices and Reminder about U4 Amendments. Presentation by Bluerock
Weekly Rep Calls – 2022
,
Weekly Rep Calls – 2022 Jul
4 views
7/13/2022: Compliance: The latest learnings from BIA/DOL-PTE Presentation by Conversus StepStone
Weekly Rep Calls – 2022
,
Weekly Rep Calls – 2022 Jul
5 views
6/29/2022: Cambridge – Updates to new Technology fee and Digital Transformation. Compliance – DOL PTE implementation June 30th. Product – Two new Traditional Alternative’s added. Presentation by Apollo Global Management
Weekly Rep Calls
,
Weekly Rep Calls – 2022
,
Weekly Rep Calls – 2022 Jun
6 views
6/22/2022: Compliance – Reminder about DOL PTE effective June 30th. Product – Review of the Cambridge Digital Transformation center. A presentation by Pacific Oak.
Weekly Rep Calls
,
Weekly Rep Calls – 2022
,
Weekly Rep Calls – 2022 Jun
2 views
6/15/2022: Compliance: DOL PTE reminders, Rights of Reinstatement reminder Product: Cambridge Ignite and updates to the Wealthport Daily Trade suppression. A presentation from Inland
Weekly Rep Calls
,
Weekly Rep Calls – 2022
,
Weekly Rep Calls – 2022 Jun
4 views
6/8/2022: Compliance: Reminder about DOL PTE enforcement at month end and RightBridge going live. Product: New SMA’s added to WealthPort, paperwork updates, and a “sizzling” video. Presentation by FS Investments.
Weekly Rep Calls
,
Weekly Rep Calls – 2022
,
Weekly Rep Calls – 2022 Jun
25 views
6/1/2022: Compliance: DOL PTE updates and E&O updated pricing. Product: Upcoming webinar about cash investing and Ivy Funds changes Presentation by First Trust.
Weekly Rep Calls
,
Weekly Rep Calls – 2022
,
Weekly Rep Calls – 2022 Jun
26 views
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
23 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
,
Weekly Rep Calls – 2022
,
Weekly Rep Calls – 2022 May
21 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
,
Weekly Rep Calls – 2022
,
Weekly Rep Calls – 2022 May
19 views
1
2
3
»
Page 1 of 3
Sub Categories
Weekly Rep Calls – 2022 Apr
4 videos
Weekly Rep Calls – 2022 Aug
1 video
Weekly Rep Calls – 2022 Dec
0 video
Weekly Rep Calls – 2022 Feb
4 videos
Weekly Rep Calls – 2022 Jan
4 videos
Weekly Rep Calls – 2022 Jul
3 videos
Weekly Rep Calls – 2022 Jun
5 videos
Weekly Rep Calls – 2022 Mar
4 videos
Weekly Rep Calls – 2022 May
4 videos
Weekly Rep Calls – 2022 Nov
0 video
Weekly Rep Calls – 2022 Oct
0 video
Weekly Rep Calls – 2022 Sep
0 video
Skip to content
Open toolbar
Accessibility Tools
Increase Text
Decrease Text
Grayscale
High Contrast
Negative Contrast
Light Background
Links Underline
Readable Font
Reset