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August 8, 2023

2024 President's Club Trip Announced! See attached for qualification information. more

Register Now!

Be sure to register by August 18th!

Have some great news? Send it to [email protected]!

WEEKLY INSPIRATION

Get inspired! Steve Gilliland's Motivation Bites: Humility

BERTHEL INSIGHTS BLOG

8-7-2023

FSI Forum and Capitol Hill Day event here

FSI NewsBrief 8-8-2023

Congressional Hearings: SEC Oversight, Independent Contractor Rule and Labor Secretary Nomination more

RESOURCES

Regulation Best Interest and Form CRS. more

Congrats to the July Top 50! view



COMPLIANCE

BFCFS Compliance Bulletin 2023 view

Annual Compliance Requirements – Due October 13, 2023



OPERATIONS

Important Notice here

Important Notice here



TECHNOLOGY

Suspicious Salesforce Emails – Bad actors have found a way to send phishing emails through legitimate Salesforce email servers via Facebook. Please be cautious with any unexpected emails you receive from salesforce addresses. As always, if you would like a second set of eyes to review any new suspicious messages, contact our Technology Support team and we would be happy to review that with you. For more information on the event, click here.



BUSINESS DEVELOPMENT

Information can be found in the BFC Planning Library

Library

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Product & Money Manager Resources

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RetireAdvantage

PRODUCT PARTNERS

Rate Rise on Select Athene Products

Visit Athene Connect for additional product information or to run an illustration. 


Upcoming Q3 Webinars to add to your calendar!


Featured Article: 2023 Outlook: Something Wicked This Way Comes


BERTHEL FISHER COMPANIES I www.berthel.com

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