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Weekly Rep Calls – 2024

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48 videos found
7/31/2024: Compliance- WY ESG Disclosure, Pershing Tax Statement Charge, and Annuity Exchanges. Business- CLIC submission buttons live.
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,
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.
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,
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.
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,
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.
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,
Weekly Rep Calls – 2024 Jul
6/26/2024: Compliance - LinkedIn Activation and Encryption reminder. Business - Technology Audit season. Presentation by Cambridge WealthPort Trading.
6/26/2024: Compliance – LinkedIn Activation and Encryption reminder. Business – Technology Audit season. Presentation by Cambridge WealthPort Trading.
1 views
Weekly Rep Calls – 2024,
Weekly Rep Calls – 2024 Jun
6/19/2024:Compliance: Hybrid location survey and E&O Coverage. Business: 1stQ Annuities report, Redtail enhancements, and DFA Funds changes. Presentation by First Trust.
6/19/2024:Compliance: Hybrid location survey and E&O Coverage. Business: 1stQ Annuities report, Redtail enhancements, and DFA Funds changes. Presentation by First Trust.
2 views
Weekly Rep Calls – 2024,
Weekly Rep Calls – 2024 Jun
6/12/2024:Compliance - Hybrid locations survey and Annual CE reminder. Business - RPM 2025. Presentation by Prudential.
6/12/2024:Compliance – Hybrid locations survey and Annual CE reminder. Business – RPM 2025. Presentation by Prudential.
2 views
Weekly Rep Calls – 2024,
Weekly Rep Calls – 2024 Jun
6/5/2024: Compliance - Best Practices for Non-Conventional Alternative Funds and the 2025 Branch Meeting dates. Business - Upcoming webinars and 2024 Branch Meeting videos are up. Interview with Julie Snyder.
6/5/2024: Compliance – Best Practices for Non-Conventional Alternative Funds and the 2025 Branch Meeting dates. Business – Upcoming webinars and 2024 Branch Meeting videos are up. Interview with Julie Snyder.
2 views
Weekly Rep Calls – 2024,
Weekly Rep Calls – 2024 Jun
5/29/2024: Compliance - T+1 Settlement goes live, onboarding new Admin, and deposits into new accounts. Business - US Drilling Fund 2024 and a Commission to Advisory assessment. Presentation by Cottonwood.
5/29/2024: Compliance – T+1 Settlement goes live, onboarding new Admin, and deposits into new accounts. Business – US Drilling Fund 2024 and a Commission to Advisory assessment. Presentation by Cottonwood.
1 views
Weekly Rep Calls – 2024,
Weekly Rep Calls – 2024 May
5/22/2024: Compliance - Annuity and Alternative Investment Transactions and Secondary Market Transactions. Business - Best Practice - Managing Client Accounts During the Transfer Process and Upcoming Practice Management webinars. Presentation by Inland
5/22/2024: Compliance – Annuity and Alternative Investment Transactions and Secondary Market Transactions. Business – Best Practice – Managing Client Accounts During the Transfer Process and Upcoming Practice Management webinars. Presentation by Inland
0 views
Weekly Rep Calls – 2024,
Weekly Rep Calls – 2024 May
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