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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