Earlier this year, The Department of Labor (DOL) proposed a Fiduciary Duty Rule, which could dramatically impact your advice given in qualified retirement accounts. Through our membership in the National Association for Fixed Annuities (NAFA), Tarkenton Financial is proud to be supporting NAFA’s vigorous efforts to oppose this rule.
Please click here for up to the minute information on the DOL Fiduciary Rule.
NAFA has also conducted two recent webinars on this topic, which I highly recommend you take the time to watch:
- May 19: Update From The Front Lines: Breaking Down the DOL’s Fiduciary Duty Rule
- June 25: Annuity Leadership Forum Recap/DOL Fiduciary Rule Update
We hope to host a Tarkenton Financial webinar on this topic soon and will keep you posted on developments and how you can help. One way you can help is to consider joining NAFA! Another way is to make sure that you take the time to understand the products you sell, so that you can explain their value to your clients and help dispel some of the myths and misconceptions that surround fixed annuities.
Remember, as an independent agent or advisor, you are doing good work out there. You are helping people achieve the security and stability they need in retirement. As long as you are approaching each client with the goal of helping them make the right choice for their situation, you’re headed in the right direction! Call us anytime and let us know how we can help.