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  • DOL Fiduciary Regulation - Where are We Now?
    established a 15-day comment period closing on March 17, 2017. The DOL reported receiving approximately ... approximately 193,000 comments and petition letters by March 17, 2017, addressing the proposed 60-day delay. On ...

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    • Authors: Susan Krawczyk
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: News Direct
    • Topics: Annuities>Group plans - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Pensions & Retirement>Funding; Pensions & Retirement>Pension legislation and regulation
  • The Super Insurance Agent
    This article originally appeared on Medium on Aug. 17, 2017. It is reprinted here with permission. Gone ... future is more secure. MAY 2018 NEWSDIRECT | 17 In this example, we see multiple points of agent ...

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    • Authors: Dustin Yoder
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • A New Senior Benefit
    A New Senior Benefit Updating relevancy of accidental death insurance for seniors accident insurance;Direct ... Tracker 20170308_cpd_ad_attest_half_page.indd 1 3/9/17 12:45 PM A New Senior Benefit:Accidental Death ...

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    • Authors: Jay Jaffe
    • Date: May 2017
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance