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 the direct and practical insights we shared. In recent months we have been leading the way in forging direct communications with both the DOL and SEC to get the answers needed for successful adaptation to this rule.
As one of the few IMOs who filed for the Financial Institution exemption, Clarity 2 Prosperity is committed to taking a leading role in helping advisors “DOL-proof” their sales process. As such, we’d like to invite you to a live webinar exclusively for our advisor partners to share our latest insights!
On this webinar we will:
- Share the latest news and recent decisions and activity with the DOL and how this will impact C2P, PCA and you as an advisor
- Provide updates to our planning process that have been implemented as a direct result of our presentations to the DOL and SEC
- Answer your top questions
P.S. To begin providing proactive communications to your clients regarding this legislation, click here to download a template letter for your business use. We recommend sending this on your letterhead and through your email database as an opportunity to communicate the valuable service you are providing to American families!