Insurance Unscripted: DOL Fiduciary Rule
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The Department of Labor Fiduciary Rule was set to change the way financial professionals do business.
With the ruling on hold, what happens next? Few people know the ins and outs better than Marc Cadin, CEO of Finseca. Listen in as Marc and Mike McGlothlin break down key provisions of the Rule, who it would or wouldn't affect and what you should be doing to prepare.
From simple documentation such as E&O insurance, to getting files in order for a future state of oversight, you’ll get an unfiltered commentary on the future of our industry.
About the Series
Let’s get real about the industry together.
No slide decks to read. No scripts.
This summer, tune in to our live podcast-style webinar series. Join just like you would for a webinar, and then feel free to minimize your screen. You’ll enjoy an unedited conversation between our experts that you can listen to as you catch up on email, drive to an appointment or even take a walk. And don't forget to ask your questions in the chat so you can join the conversation!
Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, NSSA® is a bestselling author, industry-renowned speaker and expert in growth strategies for financial advisors.
Today as the Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown the business line to one of the largest wholesaling teams in the Brokerage General Agency space.
As a professional guide, he can help any financial advisor looking to create exponential revenue growth, to find new clients and better streamline their operations by incorporating simple methodologies and proven models.
Every day, Marc Cadin wakes up and thinks about how he can better serve the financial security profession. As CEO of Finseca, Marc Cadin is the chief advocate and spokesman for professionals who provide financial security to 75 million American families.
Finseca was inspired by financial security for all and is the combined entity of the top producer group, AALU, and the top leaders and managers group, GAMA International. It brings together consumers, policymakers, financial security professionals and carriers so that, together, we can build a secure financial future for the individuals, families, and business owners we serve.