Category Archives: dol

Final DOL Update

It’s official, the DOL Fiduciary Rule IS Dead! We have been watching the rule twist in the wind since the Fifth Circuit vacated the rule in mid...
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Back to Business! Fixed Indexed Annuities accepting Qualified Funds

The recent delay of the DOL Fiduciary Rule to July 1, 2019 has been significant news in the financial industry! Speculation continues as to what changes...

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IAMS Wealth Management: A Strategy for your Client’s Nest Egg

Helping clients determine the best way to fund their retirement nest egg with the goal of having it convert into a sustainable source of retirement...

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Building Success in Long Term Care Sales and Competition

Long term care continues to be an area of concern for clients. It is no surprise considering 70% of people turning age 65 will use long term care...

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DOL’s Unintended Consequence

As broker-dealers adjust to the new Department of Labor fiduciary rule by instituting uniform commissions on a wide swath of investments, investors could...

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House Blocks DOL Ruling

Last week, the U.S. House of Representatives passed a resolution of disapproval blocking the U.S. Department of Labor’s controversial fiduciary rule.

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DOL Fiduciary Ruling

Insurance Agency Marketing Services has been following the Department of Labor fiduciary ruling very closely. We are monitoring how it will affect fixed...

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