DOL Preparation Kit & Instructions

The Department of Labor's transitional version of its Fiduciary Rule is scheduled to take effect June 9th, 2017.
 
To help you through the transition process, we have put together a Producer DOL Preparation Kit that contains all the necessary documentation you will need. 

We've also provided further explanation of each document in the kit and procedural guidance below.

​Since you will now be considered a fiduciary June 9th and after, you are legally and ethically bound to act in the best interests of your clients when writing qualified business.

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