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Weekly Rep Calls – 2024 Jul
Weekly Rep Calls – 2024
4 videos found
7/31/2024: Compliance- WY ESG Disclosure, Pershing Tax Statement Charge, and Annuity Exchanges. Business- CLIC submission buttons live.
1 views
Weekly Rep Calls – 2024
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Weekly Rep Calls – 2024 Jul
7/24/2024: Compliance – Ethereum ETF approvals, FCCS RMD notifications, and next Admin/Solo call. Business – Final RMD regulation, Fee based VUL approved. Interview with Rickey Thomas.
0 views
Weekly Rep Calls – 2024
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Weekly Rep Calls – 2024 Jul
7/17/2024: Compliance – Reminder on where to file important notices in RegEd. Business – CLIC enhancement coming July 31 and upcoming webinars. Presentation by FMG.
3 views
Weekly Rep Calls – 2024
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Weekly Rep Calls – 2024 Jul
7/10/2024: Compliance: Marginal Tax rate update and Quarterly Admin Call. Business: Upcoming webinars to help your growth. Presentation by Cambridge on CLIC Dashboard.
2 views
Weekly Rep Calls – 2024
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Weekly Rep Calls – 2024 Jul
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