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
Legislation Archives - Page 2 of 3 - Creative Edge
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
As you know, the DOL fiduciary rule is scheduled to take effect April 10, 2017. The proposal is a 60-day delay (until June 9) of the applicability date of the rule, allowing more time for the DOL to assess the impact on businesses and the public pursuant to the new administration’s February 3 directive. Currently, they… 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.
Announcement Regarding the Impending DOL Fiduciary Rule and CreativeOne Will President Trump delay or kill the DOL fiduciary rule? Our Washington D.C. contacts indicate a delay of the rule is imminent. The White House has ordered a “freeze” on all recently proposed or pending regulations issued under the Obama administration. However, until the DOL issues… Read More
An old saying goes, anytime a politician says, “It’s for the children,” hang on to your hat and your wallet. The same is coming true for consumers. The ramifications of the DOL fiduciary rule are sweeping, though unappreciated by those not deep into compliance implementation, as the April 10 deadline approaches. The task list to… Read More
Related terms: Legislation
IMPORTANT: California product changes for New Heights and BCA Elevate California recently passed legislation that requires changes to annuity products currently available in the state. The regulatory changes place certain restrictions on fixed annuity surrender charges – resulting in the following products being withdrawn from sale in California. Products no longer available in California effective January… Read More
While the recent election’s presidential decision sent political shock waves, one of the biggest questions in the aftermath is: What does this now mean to the DOL fiduciary rule? As most of you know, CreativeOne is deep into planning and preparation to comply with the DOL fiduciary rule for qualified funds and its impact on… Read More
On October 27, 2016, The Department of Labor released its widely anticipated FAQ guidance on its fiduciary rule, answering 34 questions posed on new exemptions and amendments to existing exemptions. Read in its entirety.
Want the inside scoop on the industry’s hottest topics? How about articles that help you stay up-to-date on the latest developments and topics that could affect your clients and your practice? Look no further because CreativeOne is excited to announce the launch of our new informational website for agents and advisors, C1 Insider. This newly… Read More