CreativeOne’s 5-Star DOL Plan

June 8 2017

by Mike Miller - President and Partner

In order to remain compliant with the new Department of Labor (DOL) fiduciary rule, CreativeOne developed its 5-Star DOL Plan for the ease of transition. We suggest agents and advisors follow five easy steps to continue business without disruption.

Get the plan >>

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. CP-0968 – 2017/6/8

Related terms: Annuities, Breaking News, Practice Management, Uncategorized

2 Comments

    • Ashley says:
      June 28, 2017 at 8:17 am

      Hi, Ron! Yes, with the DOL’s recent fiduciary rule in effect, there is new regulation that must be followed. One of our team members will be in touch to discuss soon. Thanks!

      Reply »

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