Menu

Weekly Rep Calls – 2022

All Categories
47 videos found
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.
18 views
Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 May
4/27/2022: Updates on the Cambridge ADV, Help with your Annuity Disclosures, and a presentation by Prudential Annuities
4/27/2022: Updates on the Cambridge ADV, Help with your Annuity Disclosures, and a presentation by Prudential Annuities
17 views
Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Apr
4/20/2022:Trusted Contact and Trading Authority, New Approved QZ REIT, and a presentation by Lord Abbett
4/20/2022:Trusted Contact and Trading Authority, New Approved QZ REIT, and a presentation by Lord Abbett
17 views
Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Apr
4/13/2022: Updates on the Alternative Investments changes, a PSA about Beneficiary IRA Annuities, and a presentation from Russell Investments
4/13/2022: Updates on the Alternative Investments changes, a PSA about Beneficiary IRA Annuities, and a presentation from Russell Investments
17 views
Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Apr
4/6/2022: Updates to BIA form and AI disclosure now available and a presentation by Horizon
4/6/2022: Updates to BIA form and AI disclosure now available and a presentation by Horizon
15 views
Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Apr
3/23/2022: Compliance reminders on Alternatives and Vulnerable clients, an upcoming Cambridge events this summer, and a sneak preview of the Annual Branch Meeting
3/23/2022: Compliance reminders on Alternatives and Vulnerable clients, an upcoming Cambridge events this summer, and a sneak preview of the Annual Branch Meeting
14 views
Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Mar
3/16/2022: Hearsay for texting, a review of sponsors for the upcoming Branch Meeting, and a presentation by Asset Map
3/16/2022: Hearsay for texting, a review of sponsors for the upcoming Branch Meeting, and a presentation by Asset Map
17 views
Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Mar
3/9/2022: Important compliance reminders (proxy voting, Alternative's and Variable/RILA Annuities), Fee-Based Annuities, and a presentation from Franklin Templeton
3/9/2022: Important compliance reminders (proxy voting, Alternative’s and Variable/RILA Annuities), Fee-Based Annuities, and a presentation from Franklin Templeton
12 views
Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Mar
3/2/22: Reminder about Financial Planning changes, Cryptocurrency update, and a presentation by SEI
3/2/22: Reminder about Financial Planning changes, Cryptocurrency update, and a presentation by SEI
12 views
Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Mar
2/23/2022: Changes to Group HSA paperwork requirements, updates to Alternative Investments, and a presentation by Dunham & Associates
2/23/2022: Changes to Group HSA paperwork requirements, updates to Alternative Investments, and a presentation by Dunham & Associates
11 views
Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Feb
12345
Page 4 of 5

Back To Top

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.
Diversification and asset allocation strategies do not assure profit or protect against losses.

“Cambridge Approval #226235.”

Privacy Policy | Terms of Use

© 2021 Duncan Financial Group. All Rights Reserved. Designed by Apis Productions
Skip to content