Preserve Your Choice in Retirement & Savings AdvicePosted on
A new regulation facing the industry, set to impact a vast percentage of Americans: the “Best Interest Contract.” Based on a three-party agreement between client, financial professional, and vendor, this proposal may change your practice in a big way. It is timelier than ever to become informed and voice your opinion; July 21st is the last day for public commentary on the proposal, and the exemption is set to be enforced by the beginning of 2017. Join Real Wealth® and NAIFA President Juli McNeely as we discuss what this new regulation might entail for consumers and financial professionals.
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