How Does the New DOL Fiduciary Standard Impact Your Business?

Partners Advantage President James Wong and Senior VP of Sales & Marketing Charlie Gipple, CLU®, ChFC® are featured in a call recording discussing the recent Department of Labor Fiduciary Standard.  In 30 minutes you will learn the key points on how it impacts your business:

What does the DOL Announcement mean to:

o Variable Annuity industry

o Fixed Rate Annuities, SPIAs, DIAs

o Indexed Annuity Industry

o Distribution (Agents, Broker Dealers, IMOs, Carriers)

Proposed Rule Versus Final Rule 

o Final BICE Versus Proposed BICE

Implementation time-frame

o Do I need a Series 65?

o How is Partners Advantage preparing?

o Incentive Trips

o Seminars

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For financial professional use only - not for use with the public.

The third party information and opinions included in these presentations have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Partners Advantage. Although we may promote and/or recommend the services offered by these companies, financial professionals are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker/dealer and registered investment advisor, if applicable, and the insurance carriers they represent.

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