CreativeOne’s 5-Star DOL Plan

In order to remain compliant with the new Department of Labor (DOL) fiduciary rule, CreativeOne developed its 5-Star DOL Plan for the ease of transition. We suggest agents and advisors follow five easy steps to continue business without disruption.

Get the plan >>

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. CP-0968 – 2017/6/8

2 Comments

    • Ashley says:

      Hi, Ron! Yes, with the DOL’s recent fiduciary rule in effect, there is new regulation that must be followed. One of our team members will be in touch to discuss soon. Thanks!

Join the conversation