In order to remain compliant with the new Department of Labor (DOL) fiduciary rule, CreativeOne developed its 5-Star DOL Plan for the ease of transition. We suggest agents and advisors follow five easy steps to continue business without disruption.
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Hi, Ron! Yes, with the DOL’s recent fiduciary rule in effect, there is new regulation that must be followed. One of our team members will be in touch to discuss soon. Thanks!