Tune in as AALU Counsel Brad Campbell and Bridget McNamara, CEO & President of M Holdings Securities, discuss the SEC’s recently finalized standard of conduct rule, its impact on brokers and advisors, and initial marketplace reaction. Click here to download full slide deck. .
Essential Wisdom Series
Join us Wednesday, July 25th at 11am ET as Brad Campbell, our counsel at Drinker Biddle, breaks down the final best interest rule issued by New York State on July 18th. As expected, the final rule applies to both life insurance and annuity products, including some in-force life insurance policies. Brad will describe the final…
Tune in to hear Rich DeVita and Russell Vandevelde‘s comments on the COLI/BOLI market, and get your pass-through questions addressed by AALU Counsel Ken Kies.