Legislation Archives - Page 3 of 3 - Creative Edge

While the recent election’s presidential decision sent political shock waves, one of the biggest questions in the aftermath is: What does this now mean to the DOL fiduciary rule? As most of you know, CreativeOne is deep into planning and preparation to comply with the DOL fiduciary rule for qualified funds and its impact on… Read More

On October 27, 2016, The Department of Labor released its widely anticipated FAQ guidance on its fiduciary rule, answering 34 questions posed on new exemptions and amendments to existing exemptions. Read in its entirety.

Want the inside scoop on the industry’s hottest topics? How about articles that help you stay up-to-date on the latest developments and topics that could affect your clients and your practice? Look no further because CreativeOne is excited to announce the launch of our new informational website for agents and advisors, C1 Insider. This newly… Read More

A Word from Mike Tripses I’m beginning to wonder if this isn’t the most all-consuming U.S. presidential news cycle in history. It’s hard to get news that doesn’t lead back to America’s decision about a single person for one governmental position (VPs not withstanding). I believe some of this stems from the continuing expansion of… Read More

We’ve been reading the online Department of Labor (DOL) chatter about increased fiduciary responsibility, and as advisors, we’re heightening countermeasures before the dust settles. As you are aware, the DOL has recently proposed changes that could drastically alter our industry. These proposed fiduciary changes would hold insurance and financial professionals to a higher legal standard… Read More

The recently published final Department of Labor (DOL) fiduciary rule for IRAs (and a handful of other tax-qualified funds) sales is disturbing for an industry already fraught with challenges. Americans are underprepared for retirement in education and savings. Insurance agents are retiring faster than new agents are entering the market. Compliance has become ever tighter…. Read More

Now is a great time to start setting up your client annual reviews. Not only are they a great way to stay top-of-mind with clients, but these appointments also create opportunities to ask your best clients for referrals and cross sell life insurance to them. Think about it. Isn’t it easier to ask clients who… Read More

The Rule Is In: An Analysis of the DOL’s Final Fiduciary Rule Thursday, April 28, 2016 10:30 a.m. CDT 8:30 a.m. PDT | 9:30 a.m. MDT | 11:30 a.m. EDT Register now! What you need to know and how to proceed On April 6, 2016, the U.S. Department of Labor (DOL) issued its long-awaited fiduciary… Read More

The U.S. Department of Labor (DOL) issued its finalized fiduciary rule yesterday. Over the past year, CreativeOne has worked diligently with the National Association of Fixed Annuities (NAFA) to provide constructive comments to the DOL about its proposed fiduciary rule. We are in the process of completing an in-depth analysis of the rule and its… Read More