Ever wonder what you should seek in return for the investment you have made in COIs?
You’re not alone.
DOL Fiduciary Rule Update #2: Unintended Consequences and the Decade of Advice and Value
At Wholesaler Masterminds we are committed to bringing you additional information about DOL; how you and your advisors can cope with it and profit from it.
In order to do that, we have another recognized industry expert, Stig Nybo, with us.
DOL Fiduciary Rule Update #1: The Implications for Wholesalers and Their Leaders
Regardless of who you talk to, wholesalers and their leaders agree: the DOL Fiduciary Rule, that takes effect in April 2017, will continue to bring change to our industry.
How sweeping will the change be?
What will the impact be for wholesalers and their leaders?
Will the impacts be materially different for insurance wholesalers vs. asset management wholesalers?
To address some of these questions we asked two of the industry’s most respected consultants.
How to Have the Most Productive Relationship with Your Scheduler
What are some of the keys to a most productive relationship between a wholesaler and their scheduler?
In this Wholesaler Masterminds® Radio SPECIAL EDITION, we present to you an interview with Erin Beatty.
The Wholesaler Who Stopped Learning
It happened over lunch with Mike.
Seems his brother Jake sells commercial insurance.
He has created a focused and tight niche directed at commercial divers. The guys and gals that weld, for example, gas lines in the middle of the ocean.
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