NAIFA’s Judi Carsrud explains newest DOL rules and timeline

September 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…

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NAIFA President Paul Dougherty Updates Advisors on the DOL Ruling

August 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…

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NAIFA CEO Kevin Mayeux delivers DOL Update
June to January: What’s required?

July 14, 2017

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…

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Get prospects in the door with the
Real Wealth® Content Marketing System

June 30, 2017

“It puts everything on “autopilot” including weekly emails and social media posts so that I can consistently be top-of-mind. The quality of the content is…

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DOL Update: June 9th Has Arrived!
Featuring Larry Rybka

June 9, 2017

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…

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Real Wealth® joins the NAIFA Wisconsin 2017 Sales Congress

May 20, 2017

We had a great time visiting and collaborating with you in Elkhart Lake! Scroll down to: See Event Photos Learn More about Charitable Planning Opportunities for…

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Taxes and the DoL Rules:
An Update by NAIFA’s Judi Carsrud

May 12, 2017

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…

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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.

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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

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