On Tuesday, December 15, 2015 at 12:00 PM EST, InsuranceNewsNet, in partnership with NAIFA, hosted a webinar exploring the new reality agents and advisors will face if the DOL’s fiduciary rule goes into effect. Find out how the rule will affect:
- Your client relationships.
- Your business processes.
- Your compensation.
Please enjoy InsuranceNewsNet’s Advisor Update on the Department of Labor’s looming fiduciary rule below.
NOTE: No doubt you will have questions afterward that we were not able to answer, so on January 5th, 2016 at 1:00pm EST, we are devoting another hour to nothing but your questions. Sign up now and submit your own questions – the more questions we get about a particular question, the more time we will devote to it.
About our Panelists
Kim O’Brien, Vice Chairman and CEO of Americans for Annuity Protection.
Kim has 35 years of experience in the insurance industry beginning as in 1981 as office manager for an insurance agency. Most recently Kim served NAFA, The National Association for Fixed Annuities, for almost 12 years and led the organization to defeat 151A.
Jules Gaudreau, NAIFA President
Jules is also President of The Gaudreau Group Inc., a multi-line Insurance and Financial Services Agency that insures over 5,000 businesses and families in 12 states with annual sales of over $80 million.
Judi Carsrud, NAIFA Director of Government Relations
Judi serves as the association’s primary lobbyist for tax and ERISA issues. She interacts with Congress on the key issues affecting the sale and use of life insurance, annuities, qualified retirement plans, and other employee benefits.
James F. Jorden, Nationally renowned attorney
James represents many of the country’s largest financial institutions in securities, corporate, and pension litigation. He is experienced in national class action litigation, having served as lead or associate counsel in over 100 securities, insurance, RICO, and other class actions.
Richard M. Weber, Former President of the Society of Financial Service Professionals
Richard is President and primary consultant for The Ethical Edge, Inc., which provides training and consulting services that empower advisors and their clients to explore and view life insurance in the broader context of financial planning and asset management.