Category: Uncategorized

DoL Update & Preparation Tips from
MDRT Top of the Table Advisor, Jason L. Smith

April 14, 2017

Documentation is key in a post-DoL Rule world, and we need to start preparing and implementing processes now.

Real Wealth is Now TURNKEY – Plus a fresh new look!

April 7, 2017

“Thank you for streamlining this valuable service to the point that it’s almost effortless on the users part!” – Attendee Monica Boyd

NAIFA’s Judi Carsrud Explains DoL Rule Delays and NAIFA’s Next Moves

March 10, 2017

“The NAIFA update on the DOL was very valuable & insightful!” – Attendee Albert Kirchner  

2 in 1! – How HRAs can save you $5,984/yr + IT Security and best practices

February 10, 2017

“I had thought that HRAs for sole proprietors were dead!  Thanks for the great info so I can revisit potential recommendation of HRAs to applicable…

FSI’s David Bellaire Gives DoL Update After Texas Ruling & Trump Memorandum

“Excellent, timely overall update to DOL Fiduciary Rule!” – Attendee Joe Anthes

NAIFA’s Government Relations Team Provides DoL Update

January 13, 2017

“Good to hear that the DoL Rule is not final!” – Attendee Deb Brown

Larry Rybka Gives DOL Update

December 9, 2016

“Thank you for the latest details of the DoL Rule!” – attendee Kris Olsen

Post-Election DOL Update!

November 11, 2016

“DOL update was great. It continues to be timely and helpful!” – attendee Mark Rogers

Celebrating 500 Episodes!

October 20, 2016

Cue the fireworks! We just aired the 500th episode of our Real Wealth® podcast! 😱 We are so grateful to all the amazing guests who…

DOL Update – NAIFA President Paul Daugherty Speaks on the Fight for our Industry

October 14, 2016

“THANK YOU, NAIFA, for your involvement in our industry at the National level!” – attendee Eugene Choate