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The Constrained Investor Safety-First 'Flooring' Process for ERISA Fiduciaries

The Constrained Investor Safety-First 'Flooring' Process for ERISA Fiduciaries

David Macchia

23,02 €
IVA incluido
Disponible
Editorial:
Blurb
Año de edición:
2024
Materia
Empresa y gestión
ISBN:
9798881420635
23,02 €
IVA incluido
Disponible
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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® 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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