Event Recap
June 6, 2017
DOL – The Eve of Disruption!
Overview
Chicago associate Josh Waldbeser spoke in an InsuranceNewsNet webinar on June 6 titled, “DOL – The Eve of Disruption!”
Josh and fellow panelist Judi Carsrud, Government Affairs Director at the National Association of Insurance and Financial Advisors, discussed the DOL’s fiduciary rule and what’s next for advisers. Topics included what being a fiduciary means, how life will change for an annuity seller, the impartial conduct standards, enforcement and litigation, and the transition period between June 9, 2017, and January 1, 2018. InsuranceNewsNet Senior Editor John Hilton moderated.