Suggested Results
DOL Viewpoints: The Proposed Fiduciary Rule - Advisors’ Perspective
The Proposed Fiduciary Rule: Advisors’ Perspective (DOL Viewpoints) Solutions See our latest Infographic: The Proposed Fiduciary Rule: Advisors’ Perspective (DOL Viewpoints) 0 false 0 false 0 0 false false
DOL Viewpoints: Consumers Believe Advisors Put Their Best Interests First
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DOL Viewpoints: Call Centers and Asset Retention — DC Plan Providers’ Perspectives
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Consumers Believe Advisors Put Their Best Interests First (2016, DOL Viewpoints)
Investors have very high opinions about their advisors. 9 in 10 consumers believe their advisors always out consumer interests first. 89% of investors believe their advisors do a good job explaining and recommending products so they understand.
The Proposed Fiduciary Rule: Advisors’ Perspective (2016, DOL Viewpoints)
Advisors tell LIMRA: The proposed DOL Fiduciary rule will hurt their practice and small investors. 6 in 10 advisors anticipate it will have a net negative impact on their practices. More than half say they will be forced to drop or turn away small investors.
The Fiduciary Rule: Call Centers and Asset Retention DC Plan Providers’ Perspectives (2016, DOL Viewpoints)
How will companies adapt their call centers and asset retention programs to comply with the DOL rule?
Not-for-Profit Sector Employees: 2016 Consumer Survey Update
Flyer summarizes 2016 LIMRA consumer study of not-for-profit-sector employees who have access to a defined contribution plan.
Changes to U.S. Advisor-Agent Recognition Conferences (2016, DOL Viewpoints)
Many feel that providing incentives to sell certain products at certain levels in order to qualify for recognition programs, such as sales conferences, presents an inherent conflict of interest. In light of new regulatory scrutiny, will such trips become a thing of the past?
The DOL Fiduciary Rule: Retail Annuity Manufacturers’ Perspective (2016, DOL Viewpoints)
What effect will the DOL fiduciary rule have on retail annuity products? This report provides some insight into the company response, and the impact to product design and 2017 annuity sales.
Annuities in the Eye of the DOL Storm (2016 DOL Viewpoints)
$100 billion in variable and indexed annuity sales will be subjected to the DOL rule’s BIC-E provision.