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Nov 14, 2016

We are committed to bringing you additional information about DOL; how you and your advisors can cope with it and profit from it. In order to do that, we have another industry expert, Stig Nybo, with us. 

He is a 25 year veteran within the retirement services industry. Stig has had the opportunity to help build several...


Oct 14, 2016

Regardless of who you talk to, wholesalers and their leaders agree: the DOL Fiduciary Rule, that takes effect in April 2017, will continue to bring change to our industry.

How sweeping will the change be?

What will the impact be for wholesalers and their leaders?

Will the impacts be materially different for...


Oct 6, 2016

What are some of the keys to a most productive relationship between a wholesaler and their scheduler?

In this Wholesaler Masterminds Radio SPECIAL EDITION, we present to you an interview with Erin Beatty.

In her role at Wholesaler Masterminds® Schedulers (one she started at the inception of the company) Erin is a...