Resources & Updates on the DOL Fiduciary 3.0 Rule. Learn more and get involved here!

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Politics & Policy Update – Federal & State Standards of Conduct Rundown, PLUS — State Wealth Tax Proposals

February 27 @ 2:00 pm - 2:45 pm

As you all know, standard of conduct is more than how you should behave in a public setting. Join us to get an update on the latest news on the Department of Labor Fiduciary Rule, what to expect from SEC enforcement this year and how state activity via the NAIC Best Interest Standard for Annuities, NY 187 and California activity can impact how you operate in the states your are licensed.

PLUS—BONUS CONTENT: Get analysis on wealth tax activity happening in the states with a focus on legislation in California, Vermont and more!

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