We invite you to an important webinar that will help you understand The Department of Labor’s new Retirement Security Rule. This rule requires insurance-only professionals to meet a Fiduciary Standard when managing clients’ qualified funds. It’s crucial to get ready now with the Sept. 23, 2024, deadline approaching.

Regional Vice President Paul Garofoli, FLMI, RICP^® will be hosting this session on

• Compliance requirements
• Key timelines
• DOL focus on qualified accounts
• The annuity advantage to meet Fiduciary conduct