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The Constrained Investor Safety-First "Flooring" Process for ERISA Fiduciaries by David Macchia

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

by David Macchia
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Book cover type: Paperback
  • ISBN13: 9798881420635
  • Binding: Paperback
  • Subject: N/A
  • Publisher: Blurb
  • Publisher Imprint: Blurb
  • Publication Date:
  • Pages: 142
  • Original Price: USD 20.5
  • Language: English
  • Edition: N/A
  • Item Weight: 200 grams
  • BISAC Subject(s): General

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(R) 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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