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May 29, 2024
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NEW Retirement Security Rule Guide Presented by NAFA
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Do you know how to comply with the final Department of Labor (DOL) Security Rule that
redefines who is an investment advice fiduciary under ERISA and the Internal Revenue Code?
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Get up to speed on the new rule,
as well as the amended PTEs 2020-02 and 84-24 relevant for future sales,
with help from the National Association for Fixed Annuities (NAFA).
NAFA’s new resource:
The DOL’s Retirement Security Rule:
A Summary Guide for Independent Distribution
provides a summary of the final rule,
implementation timeline, phase-in guidelines, and amended exemptions.
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Download your copy of the guide today for insights on how to comply.
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Thank you for your business and your continued support.
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LMG4583v0524 |
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FOR AGENT
USE ONLY. NOT FOR USE WITH CONSUMERS. |
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