Friday, July 07, 2017

FOUR-PART SERIES: Fiduciary Basics – Duty of Diligence

FOUR-PART SERIES: Fiduciary Basics – Duty of Diligence
By Kim O'Brien

(InsuranceNewsNet)

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Ann Arbor Annuity Exchange and its representatives do not give legal or tax advice. Please ensure you are familiar with the new Department of Labor Fiduciary Rule and your responsibilities for transactions involving qualified funds prior to meeting with the client.