As part of Shurwest’s mission, we have assembled links to educational resources regarding the Department of Labor’s final fiduciary rule.
These links are provided solely to keep information flowing to our advisors. The financial industry is still endeavoring to understand and comply with the DOL rule, and this information should not be construed as legal advice of any kind.
The DOL Rule is on a “phased-implementation” schedule ending January 1, 2018.
The “DOL Fiduciary Rule FAQ for Advisors” is a robust, frequently-asked-questions section about the DOL rule developed specifically for advisors and placed by the Insured Retirement Institute on their website. View it here: http://bit.ly/2btfiLy
Here is a link to the Department of Labor site, “FAQs: Conflicts of Interest Rulemaking”: http://bit.ly/2bPXzzz
Other industry resources you may find helpful:
“Confused about the DOL rule? Here are answers to 15 questions,” by Jeffrey Levine, LifeHealthPro.com: http://bit.ly/2b4ltrf
“No Need to Panic, A Roadmap to the DOL’s Final Fiduciary Rule and What It Means for Firms and
Advisors,” A TechLeaders Whitepaper by Riskalyze | Beacon Strategies 7/11/16.
Download here: Riskalyze, No Need to Panic whitepaper
Please contact us if you have questions or want to know how we can help you prepare for success in this post-DOL rule era: 800.440.1088.