In a quick update to financial professionals, this video addresses some of the new information from the Department of Labor’s (DOL) Fiduciary Rule. After meeting with our carrier partners and gathering insights from our own research, we are able to identify four high-level requirements published by the DOL in its highly-anticipated and recently-released FAQ.
Summary of DOL requirements when working with qualified funds:
The update is only about 10 minutes long, but it is full of important information on steps we are taking to help you prepare your business. If you have any questions about the recording or the DOL’s Rule, please don’t hesitate to give us a call at 800.362.1097.
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DOL Rules for Qualified Funds
Mark Williams, President and CEO of Brokers International
The DOL’s Fiduciary Rule could change the way you work with your clients and their qualified funds. Is your business prepared? Learn how Brokers International can help.