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Evolving Fiduciary Expectations - Effective Messaging to Advisors in These Uncertain Times

3/15/2017 11:30 AM - 12:30 PM
Webinar

Overview

Who Should Watch

LIMRA Member Company employees who are engaged in the retirement industry.

Highlights

Scott and Michael have been helping advisors navigate the challenges of operating a financial-advice-based business throughout the unfolding – and perhaps now the unraveling – of new fiduciary advice standards.   Most experts agree that even if the current DOL Rule is ultimately repealed, a fiduciary standard of some kind is inevitable.  Join us as Scott queries Michael about how those who that distribute products through advisor-based channels will likely see their practice impacted by whatever fiduciary standard that eventually emerges.

Presenters

Scott Stolz, CFP, RICP
Senior Vice President, Private Client Group, Raymond James & Associates

Scott Stolz, CFP, RICP

Senior Vice President, Private Client Group, Raymond James & Associates

Senior Vice President, Private Client Group
Raymond James & Associates

Contact us to learn more:

Debbie Boone

Senior Administrative Coordinator

LIMRA

(860) 298-3843

dboone@limra.com

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