It’s official, the DOL Fiduciary Rule IS Dead! We have been watching the rule twist in the wind since the Fifth Circuit vacated the rule in mid May, but today it was officially declared dead by mandate from that same court. While we all expect that there will be further news on the fiduciary front,…
The recent delay of the DOL Fiduciary Rule to July 1, 2019 has been significant news in the financial industry! Speculation continues as to what changes will be permanently adopted and even whether the law will be repealed. The one thing that is clear is agents may continue using Qualified Funds as a source of…
Helping clients determine the best way to fund their retirement nest egg with the goal of having it convert into a sustainable source of retirement income is one of the most vital and sophisticated services agents provide. During both the accumulation and distribution phase of a client’s portfolio, agents must balance diversification, rates of return,…
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