OMB Approves 18-Month Fiduciary Rule Delay, with Change
The delay must now be finalized by Labor Department
The Office of Management and Budget approved on Monday the 18-month delay for the more onerous provisions of the Labor Department's
OMB approval, which usually takes 90 days, took less than a month.
The office listed its action as "Consistent with Change," which means OMB "had to make some changes as a result of the review, but not with the length of the extension because the title is the same," says Fred Reish, partner in Drinker Biddle & Reath
In simplest terms, prospecting is all about talking with as many people as possible to achieve one goal - the other person's agreement to meet with you for 10 to 15 minutes in the future to discuss the work you do.
This guide from John Hancock, walks you through different ideas for prospecting for clients and tools in the business planning market.
SBLI has a program that will allow clients 18-60 applying for $500,000 or less to purchase coverage and never have to do an exam.
We feel like saving time in underwriting and delivering a better customer experience is worth the extra cost. In fact, beginning April 3, 2017, we will be contacting you about the option of moving a case each time we receive an application that fits into the parameter of the program.
The TBA Mobile App was designed to give advisors the ability to be more efficient while away from the desk. This app has all of the tools needed to create sales as well as process paperwork more efficiently. It can be downloaded on your phone or tablet. It is available to download for free from the app stores of A
ndroid, and Kindle.