compliance


compliance

Changes to 2018 Medicare Marketing Guidelines

August 4, 2017

CMS published their 2018 Medicare Marketing Guidelines a couple weeks back. The document is 124 pages long, so there’s a lot to digest and not 100 percent of the material is totally relevant to agents, so I like to talk about what’s DIFFERENT from one year to the last and focus on what’s most important for insurance agents to know.

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compliance

The Fate of the Fiduciary Rule

February 10, 2017

The fiduciary rule is an amendment to the Employee Retirement Income Security Act (ERISA) scheduled to be phased in. Brokerage firms and financial professionals working in the retirement industry have been preparing for the implementation of the fiduciary rule for more than a year.

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