This article appeared in the March 2020 Journal of Financial Service Professionals.
Program Overview Advisors who work with business owners know the business is often their biggest asset and that it’s probably critical to their financial well-being. Business owner surveys have consistently shown that business protection is their highest priority. Learn what it means to protect the business, what risks advisors can take off the table for them, [...]
Program Overview On February 12, 2021, the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) confirmed that “Improving Investment Advice for Workers & Retirees,” (the Prohibited Transaction Class Exemption) an exemption for investment advice fiduciaries, goes into effect as scheduled on Feb. 16, 2021. As this presentation is being prepared, EBSA will be coming [...]