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Columbus Day Holiday Schedule

Please be advised of the following Columbus Day Holiday Markets Schedule:

Monday, October 10, 2016:

  • US Postal Holiday
  • Federal Banking Holiday
  • OTC Fixed Income Markets – Closed
  • US Equity Markets / Listed Bonds – Standard close at 4:00pm ET
  • TD Ameritrade Institutional – Standard Hours of Operation (with the following exceptions)

(Webinar) Live DOL Update

Please join us for an invitation-only webinar event:

Exclusive: DOL Update
Friday, October 7
11:30 a.m. ET / 8:30 a.m. PT
CLICK HERE to register now!

This summer we shared a DOL update at our Mastermind Collegium event and were overwhelmed with the positive feedback from our advisors for […]
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PCA New Account Processing

PCA Operations has recently experienced an increase of new account paperwork deemed not in good order (NIGO). We would like to send this friendly reminder to all advisors and staff opening accounts with PCA that there are 5 required PCA documents that MUST be completed and received before PCA Operations will submit the account paperwork […]
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RetireUp Software – Collegium Recap

As a member of our Mastermind Group, we aim to continuously deliver valuable new processes and tools. We recently announced the new RetireUp software solution that helps you with retirement income planning. In our next Collegium highlight, watch as Dave Alison, Chief Sales Officer, demonstrates the power of using this new cloud-based retirement income modeling […]
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Important Updates: Soon & Later Bucket Product Guides

With recent changes in the annuity world, we would like to show you modifications we have made to The Soon and Later Bucket Product Guides as well as give you a high level overview of which products fit in different scenarios. Please reference the video and links below to access the updated Soon and Later […]
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