DOL rule: 12 things you need to know for June 9th and beyond…

Beginning on June 9th, 2017, the first phase of the DOL fiduciary rule goes into effect.

The goal of the Transition Period is to allow time for advisors to integrate parts of the rule into your practices while you build toward full compliance with the rule starting January 1, 2018.

Download your cheat sheet today and learn the 12 things you need to know & do prior to June 9th to ensure you are prepared for the Transition Period.

This cheat sheet also includes a list of resources that are available to help advisors grow production during the Transition Period as well as when the DOL fiduciary rule fully goes into effect in 2018.  Use this information to not only survive, but also thrive once the new rule is fully implemented.

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