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Category: JUNE/JULY 2017


Federal Roundup

June 9th Effective Date for DOL Fiduciary Rule is a Grimm Reality Despite a February presidential order to conduct a thorough review of the fiduciary rule, the Department of Labor proceeded to delay only...


State Roundup

The State of Suitability in a Fiduciary Landscape – NAIC Considers Revising Model Rule The National Association of Insurance Commissioners (NAIC) has convened a new Annuity Suitability Working Group to consider changes to NAIC...