Legislation Archives - Page 2 of 3 - Creative Edge

With the Department of Labor (DOL) fiduciary rule, CreativeOne suggests you expand your E&O coverage to include fiduciary coverage. As an active producer with CreativeOne, you can receive a preferred rate on your Errors & Omissions (E&O) insurance through our partnership with CalSurance. Improve the cash flow of your business Tiered coverage means you only… Read More

With the impending deadline of the Department of Labor (DOL) fiduciary rule fast approaching, it’s imperative to your business that you’re prepared. That’s where we come in—we have a plan. In order to remain compliant with the fiduciary rule, we suggest you follow five steps, which we will outline in the webinar. Join us Monday,… Read More

60-day delay | 63-page delay document | 200,000 comments on the rule During this 30-minute DOL fiduciary rule webinar, you’ll learn: What changed with the delay and what didn’t. What the impartial conduct standards are and what they mean to you. What the status is of the transition best interest contract (BIC) exemption. How to… Read More

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

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

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