eMoney Weekly Webinar: Onboarding Someone New to Your Firm and eMoney

In this Master Series webinar, you’ll learn all about onboarding someone new to your firm and eMoney. Take an in-depth look at how to clearly illustrate a client’s life insurance needs and how to effectively present your findings. Topics Covered eMoney Support Orientation: How To’s, Customer Service & Chat Getting Started with emX: Coursework & Additional…

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The New Norm: Regulatory Uncertainty

Many of us within the industry are feeling the whiplash from the best interest standard. In March, the 5th Circuit Court of Appeals decided to vacate the Department of Labor’s (DOL) fiduciary rule. In April, the Securities and Exchange Commission (SEC) proposed a best interest standard for broker-dealers. As the industry continues to provide a lukewarm…

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