We’ve been reading the online Department of Labor (DOL) chatter about increased fiduciary responsibility, and as advisors, we’re heightening countermeasures before the dust settles. As you are aware, the DOL has recently proposed changes that could drastically alter our industry. These proposed fiduciary changes would hold insurance and financial professionals to a higher legal standard… Read More
Cory LagerstromPrincipal, ChangePath - Creative Edge
With DOL, is a TAMP Part of Your Firm’s Future?
Related terms: Annuities, Industry News, Legislation, Practice Management, Suitability / Compliance, Uncategorized, Wealth Management
ChangePath: Your Total Solution Has Arrived
If you’re a wealth management firm looking to integrate insurance within your practice, ChangePath is the solution you’ve been waiting for. As a turnkey asset management platform (TAMP), ChangePath provides a unified managed household approach that illustrates the overall impact of fixed indexed annuities (FIAs) into the Modern Portfolio Theory. Utilizing ChangePath will help grow… Read More
Related terms: Agency Building, Annuities, Financial Strategies, Industry News, Investments, Planning Tools, Practice Management, Product News, Sales Notes, Sales Strategies, Savvy Strategies, Strategic Partnerships, Suitability / Compliance, Technology / Software, Uncategorized, Wealth Management
