The Department of Labor's Fiduciary Rule (DOL 4.0) is changing everything for insurance professionals. Insurance agents face substantial professional risks due to DOL 4.0 and NAIC's Best Interest standard. Running afoul of these regulations is potentially career-ending. Operating as an ERISA Investment Advisor Fiduciary means that the old transactional, product and sales focused business model is history. An agent's continuing viability hinges on the adoption of a new business model. The Constrained Investor(R) Safety-First ...
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The Department of Labor's Fiduciary Rule (DOL 4.0) is changing everything for insurance professionals. Insurance agents face substantial professional risks due to DOL 4.0 and NAIC's Best Interest standard. Running afoul of these regulations is potentially career-ending. Operating as an ERISA Investment Advisor Fiduciary means that the old transactional, product and sales focused business model is history. An agent's continuing viability hinges on the adoption of a new business model. The Constrained Investor(R) Safety-First "Flooring" Process Is the insurance agent's pathway to preserving a bright future. The truth is your skills in protection and liability minimization are hugely important in the context of proper income planning for the millions of America's Constrained Investors. Armed with the proper tools, knowledge, and insights, your success while operating as ERISA fiduciary recipient should only increase. This book reveals the keys to that success.
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Fine. Trade paperback (US). Glued binding. 142 p. In Stock. 100% Money Back Guarantee. Brand New, Perfect Condition, allow 4-14 business days for standard shipping. To Alaska, Hawaii, U.S. protectorate, P.O. box, and APO/FPO addresses allow 4-28 business days for Standard shipping. No expedited shipping. All orders placed with expedited shipping will be cancelled. Over 3, 000, 000 happy customers.
Choose your shipping method in Checkout. Costs may vary based on destination.
Seller's Description:
Fine. Trade paperback (US). Glued binding. 142 p. In Stock. 100% Money Back Guarantee. Brand New, Perfect Condition, allow 4-14 business days for standard shipping. To Alaska, Hawaii, U.S. protectorate, P.O. box, and APO/FPO addresses allow 4-28 business days for Standard shipping. No expedited shipping. All orders placed with expedited shipping will be cancelled. Over 3, 000, 000 happy customers.