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    The DOL Fiduciary Rule is No More…Sort Of

    by FIG Marketing July 11, 2018
    written by FIG Marketing

    This month’s Compliance Corner entry will be my last article that discusses the DOL fiduciary rule (applause).

    We’ve all seen or heard the stories over the past week that the 5th Circuit Court of Appeals finally issued a mandate that essentially killed the rule. The court had made the decision back in March to vacate the rule, but the issuance of the mandate was the last step that was needed to put that final nail in the coffin. All appeals have been exhausted and all last-ditch efforts to keep the rule alive have failed.

    The rule is no more.

    What does this mean now? What’s next? Do we just go back to the way things were and act like nothing happened? These are the types questions to really consider.

    Continue Reading

    July 11, 2018
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  • Product R + D

    Bridge the Retirement Income Gap

    by Chris Vance June 19, 2018
    by Chris Vance June 19, 2018

    Updated September 4, 2023, at 2:59 PM Today, fewer retirees are covered by traditional pension plans, which places a big burden on retirees to fund their retirement with income from personal savings …

    12 FacebookTwitterPinterestEmail
  • Product R + D

    Use Fixed Indexed Annuities to Pay for Long-Term Care Insurance with This Tax-Efficient Strategy

    by Mark Stewart June 12, 2018
    by Mark Stewart June 12, 2018

    Clients are always looking to protect their futures. In the case of an unexpected long-term care event, the primary solution for their protection is long-term care insurance (LTCI). That doesn’t mean paying …

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