PR Placements

AM Best: Advisers, Brokers Scrambling to Beat DOL’s June 9 Fiduciary Deadline

Retirement advisers, brokers and dealers are speeding to change the way they deliver planning advice ahead of the June 9 deadline of the federal fiduciary rule, against which the industry has fought a year-long battler. Read Full Article

Life Annuity Specialist: IMOs Prep Themselves for the DOL Rule

While industry manufacturers prepare for the long-awaited June 9 phase-in of DOL’s Conflict Interest Rule, key distribution players on which the brunt of the rule’s requirements will fall — independent marketing organizations — are themselves scrambling to become DOL ready. Read Full Article

InsuranceNewsNet stacked logo

InsuranceNewsNet: Holistic Advisor Academy June 20-22 in Cleveland, OH

Now open to financial advisors—regardless of corporate affiliation! Read Full Article

Life Health Pro Stacked Logo

Life Health Pro: “IMOs to DOL: Fiduciary rule class exemption sets too high a bar”

In respect to the last, the DOL proposal estimates that an IMO with average sales of $2 billion could satisfy this liability requirement by setting aside $20 million. If valued at 7 percent (3 percent net), the IMO’s “attendant opportunity cost” would total $1.4 million ($600,000 net) in the first year. Read Full Article

InsuranceNewsNet stacked logo

InsuranceNewsNet: “IMOs Call DOL Fiduciary Exclusion Unworkable”

Regulatory thresholds proposed for independent marketing organizations (IMOs) to participate in the sale of fixed indexed annuities are so high as to be virtually worthless and unworkable for the bulk of the IMO industry, industry experts said. Read Full Article

Life Health Pro Stacked Logo

Life Health Pro: “Set yourself apart”

At the beginning of my career, a big mistake I made for quite a long time was being just like everybody else. There was nothing unique I did as a broker. Differentiating yourself can be the key to standing out and creating a strong and loyal client base. Read Full Article

Life & Health Advisor square logo

Life & Health Advisor: “Traversing a Brand New Regulatory Landscape”

With the passing of the U.S. Department of Labor’s fiduciary ruling in April of this year, the real work has begun for the financial services industry. Read Full Article

Mass Mutual Square Logo

Mass Mutual: “Five Things You Need to Know About the DOL Rule”

How well do you understand the Department of Labor’s fiduciary rule change and what it means for your advising operation and business? Here are five things you need to know right now. Read the Full Article

Life Health Pro Stacked Logo

Life Health Pro: “Fiduciary rule causes insurers to pull back on financial products”

State Farm Insurance says it will not be accepting liability under the Best Interest Contract (BIC) on the sale of annuities or mutual funds by the more than 12,000 of its agents throughout the U.S. who have licenses to sell securities. Read Full Article

Yahoo Finance Logo

Yahoo! Finance: “Clarity 2 Prosperity to Provide New, Fee-Based Fixed Indexed Annuity Product to Investment Advisory Channel”

Sister companies, Clarity 2 Prosperity (C2P), the coaching and insurance division, and Prosperity Capital Advisors (PCA), an SEC Registered Investment Adviser, announce the distribution of a new fee-based fixed indexed annuity with optional guaranteed income rider is now available through its organization. Read Full Article

1 2 3 4 6

Text Widget

Nulla vitae elit libero, a pharetra augue. Nulla vitae elit libero, a pharetra augue. Nulla vitae elit libero, a pharetra augue. Donec sed odio dui. Etiam porta sem malesuada.

Our Cases