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Advisor Insider News​

DOL Preparation Kit & Instructions

6/8/2017

 
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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.

CLICK HERE FOR IMMEDIATE ACCESS

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All rights reserved by Dizon Enterprises LLC dba WIN Group © 2012-202o 
Toll-Free: (888) 908-0447  Fax: (888) 316-5872
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Address: 4031 Aurora Ave North Suite 100 Seattle, WA 98103


For financial professional use only. Not intended for use by the general public. The information provided herein is the exclusive property of Dizon Enterprises LLC dba Wealth Integrity Network Group (WIN Group), and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice. All offers, promotions, and programs are conditional and only available to agents in good standing.
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  • Home
  • CHOOSE TO WIN
    • WHY WIN GROUP
    • ADVISOR CONSULTANTS >
      • PHIL DIZON - FOUNDER & PRESIDENT
      • SPENCER WARD - SR. VICE PRESIDENT
      • BRETT RILEY - REGIONAL VICE PRESIDENT
    • SUPPORT TEAM >
      • ANNUITY SALES TEAM
      • LIFE SALES TEAM
      • MARKETING TEAM
  • AGENT RESOURCES
    • WINPACT PROMISE
    • LEAD GENERATION >
      • RETIREMENT SHIELD SYSTEM >
        • AUTOMATED WEBINARS
        • RADIO & PODCAST SHOW
      • FEDERAL EMPLOYEE MARKETING SYSTEM
      • QUEST ANNUITY LEADS
      • BECOME A RADIO HOST
    • CARRIERS >
      • Accumulation Annuities >
        • Nassau Life: Growth Annuity
    • SALES TOOLS >
      • WEALTH PROTECTION KIT
    • REWARDS >
      • ULTIMATE ALASKAN CRUISE 2021
      • LOS CABOS, MEXICO 2020
  • GET STARTED
    • COMPLETE PARTNERSHIP FORMS
    • CONTACT US
  • VIP ACCESS
    • LOGIN HERE/REGISTER
    • BEST PRACTICES
    • BRAND MARKETING
    • CALCULATORS