Santa paid a visit to Real Wealth®!December 8, 2017
NAIFA’s Michael Hedge gives DOL UpdateOctober 13, 2017
DOL Resources from NAIFA’s Michael Hedge Join NAIFA who fights for you and the industry. Check out the DoL timeline & other NAIFA advocacy info. Share this DOL update…
NAIFA’s Judi Carsrud explains newest DOL rules and timelineSeptember 9, 2017
DOL Resources from NAIFA’s Judi Carsrud Join NAIFA who fights for you and the industry. Check out the DoL timeline & other NAIFA advocacy info. Share this DOL update…
NAIFA President Paul Dougherty Updates Advisors on the DOL RulingAugust 14, 2017
20-minute update on the DOL Ruling from NAIFA President, Paul Dougherty. Resources from Paul Dougherty and NAIFA: Register today for the NAIFA Performance + Purpose…
NAIFA CEO Kevin Mayeux delivers DOL Update
July 14, 2017
June to January: What’s required?
As NAIFA CEO Kevin Mayeux said, it’s “changing from day-to-day” so it’s important to stay on top of this issue! Thankfully we have groups like…
DOL Update: June 9th Has Arrived!
June 9, 2017
Featuring Larry Rybka
Now that June 9th has arrived, Larry Rybka, JD, CFP® from Valmark Financial Group gives the recap and info on what we need to do…
Taxes and the DoL Rules:
May 12, 2017
An Update by NAIFA’s Judi Carsrud
Judi Carsrud of NAIFA’s Government Relations Team was kind enough to jump on Power Session LIVE to give us the lastest news with the DoL. She reviewed what…
DoL Update & Preparation Tips from
April 14, 2017
MDRT Top of the Table Advisor, Jason L. Smith
Documentation is key in a post-DoL Rule world, and we need to start preparing and implementing processes now.