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Sales Ideas

Looking for Sales Ideas? Below is our current list. If you have suggestions for topics, or if we can be of help, please contact us.

» Fiduciary Rule Update 2018
As you may know, certain provisions of the Department of Labor fiduciary rule have now been officially delayed until July 1, 2019. Does that mean you don’t have to pay attention to these new rules? NO! You are still a fiduciary when you sell an annuity

» 2018 Tax Update
One of our companies has put together an excellent Retirement and Tax Reference Guide.

» Sample Forms to Help Comply with PTE 84-24