The Department of Labor has officially announced the 18-month extension for the start of key provisions of the fiduciary rule. Join us for this interview with Andrew Payne, General Counsel at CreativeOne as we break down: What’s delayed. What’s STILL in effect…and your requirements. What this means to you and your practice.
Annuity Sales Director, Advanced Marketing
The Index offers a powerful combination of global diversification and enhanced return potential.1 It is managed by Pacific Investment Management Company LLC (PIMCO), one of the world’s leading investment managers with extensive experience in rules-based strategies. 3 Key Features of the PIMCO Global Optima Index™ 1. Upside Growth Potential through global diversification 2. Smart Beta… Read More
Turning retirement savings into retirement income is a challenging proposition, but consumers seem to want it more and more. The problem? They’re hesitant to fully embrace annuitization strategies. How do you address this challenge? Despite wanting guaranteed income during retirement, annuity adoption still lags. During this webinar, we’ll discuss: Specific challenges facing the annuity industry…. Read More
Take your knowledge of hybrid LTCi alternatives to the next level. REGISTER NOW » Wednesday, August 16, 2017 9:00 a.m. or 3:00 p.m. CDT 7 a.m. PDT | 8 a.m. MDT | 10 a.m. EDT 1 p.m. PDT | 2 p.m. MDT | 4 p.m. EDT Hosted by: Roger Cantu, OneAmerica’s Regional VP OneAmerica’s Care… Read More
The DOL is proposing to extend the January applicability date of the fiduciary rule by 18 months. The proposed delay would extend the transition period and delay of applicability from Jan. 1, 2018, to July 1, 2019. Watch for more details >> In a filing in the District Court of Minnesota, Labor Secretary Acosta told… Read More
Stay up-to-date with breaking news videos about the DOL fiduciary rule and other important info to keep you informed. Watch now >>
In light of the new fiduciary rule, we encourage agents and advisors to stay out in front of the updates by attending informative webinars with the latest information pertaining to the DOL regulation. Register now for an upcoming session >>
Join us in Washington, D.C. June 21-23 As one of our most valued agents, we’re asking you to join us at NAFA’s seventh annual Annuity Leadership Forum. For years, this premier industry event was open only to insurance carriers and IMOs, but now, you have the chance to participate and make your voice heard on… Read More
Department of Labor Fiduciary Rule Update: 60-Day Delay Announced; Applicability Date is June 9 On April 4, 2017, the Department of Labor (DOL) announced a 60-day delay for the fiduciary rule. The DOL’s Employee Benefits Security Administration (EBSA) final rule, which is scheduled to be published in the Federal Register by April 7, 2017,… Read More
The Department of Labor’s fiduciary rule has officially been delayed. Watch the video to get all the details: As always, we’re here to guide you through these ever-changing times. Don’t hesitate to call with questions or concerns at 800.992.2642. Stay current on all of the latest developments at C1 Insider.