FIF has formed a new working group focued on Reg Best Interest. The working group will focus on Reg Best Interest implementation considerations, which will include: books and recordkeeping requirements, application of the Rule's definitional components, Rule analysis, and policy/procedure development. FIF will hold a kick-off call on Thursday, October 24 @ 11:00am et. If you would like to participate in this working group, please update your profile here.
Wir bieten unseren Kunden mit nützlichen Informationen und Ratschläge, die sie benötigen, fundierte Entscheidungen zu treffen, ihre Ziele zu erreichen. Ob es sich um die Verwaltung von Kundeninvestitionen oder einen umfassenden Plan für sie zu schaffen und ihre Familie sind unsere zertifizierten Planern gewidmet mit einem außergewöhnlichen Service zu bieten.
Deshalb, im Laufe der Jahre konnten wir einen Ruf als einer der besten unabhängigen Beratern zu bauen. Wir verstehen die Bedeutung der Kunden auf dem richtigen Weg zum Erfolg bringen, und wir sind bereit, mit ihnen der Planung in allen Bereichen zu arbeiten.
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