The program is an integrated part of the company’s existing platform to assist IARs in the states with rules on the books based on NASAA’s template for CE requirements.

Get your clients thinking critically.

Clients need to be able to answer the question, “What’s next?”

The Aloha State is the 27th to enact a rule or law based upon the model passed by the National Association of Insurance Commissioners, intended to align state regs for annuity sales with the SEC’s Regulation Best Interest.

Building a secure financial life is still possible for those priced out of the housing market by high property prices and soaring mortgage rates.

U.S. Rep. Richard Neal wrote a letter to the Government Accountability Office that he’s worried about the lack of regulation for crypto investments.

Reducing the high anxiety of soaring mortgage rates.