Welcome to the Best Interest Contract Survival Guide:

The "Fiduciary Rule" is set to go into effect on June 9th and many advisors will rely on the Best Interest Contract to continue receiving commissions.

This comprehensive, 7-part training series will prepare you for success with this big change.

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Focus

This course will focus on the parts of the Fiduciary Rule that will be required after June 9th and these will be referred to as BIC II

Goals

Enable the professional to:

  • Make changes necessary to comply with BIC II requirements
  • Maintain a profitable practice with rising revenue

Who Should Participate

Financial advisors and all who service or support IRA and/or ERISA plans

Course content:

  • Module 1: Becoming a Fiduciary
  • Module 2: Effects of BIC II Regulations
  • Module 3: Discovery, Solutions & Recommendations
  • Module 4: Compensation Compliance
  • Module 5: Pre-Existing Accounts
  • Module 6: Rollover Recommendations

Course Introduction

Pricing:

Individual rate: $199  Buy now!