The Constrained Investor Safety-First "Flooring" Process for ERISA Fiduciaries

The Department of Labor's Fiduciary Rule (DOL 4.0) is changing everything for insurance professionals. Insurance agents face...
¥6,193 JPY
¥6,193 JPY
SKU: 9798881420635
Product Type: Books
Please hurry! Only 441 left in stock
Author: David Macchia
Format: Paperback
Language: English
Subtotal: ¥6,193
10 customers are viewing this product
The Constrained Investor Safety-First "Flooring" Process for ERISA Fiduciaries by Macchia, David

The Constrained Investor Safety-First "Flooring" Process for ERISA Fiduciaries

¥6,193

The Constrained Investor Safety-First "Flooring" Process for ERISA Fiduciaries

¥6,193
Author: David Macchia
Format: Paperback
Language: English
The Department of Labor's Fiduciary Rule (DOL 4.0) is changing everything for insurance professionals. Insurance agents face substantial professional risks due to DOL 4.0 and NAIC's Best Interest standard. Running afoul of these regulations is potentially career-ending. Operating as an ERISA Investment Advisor Fiduciary means that the old transactional, product and sales focused business model is history. An agent's continuing viability hinges on the adoption of a new business model. The Constrained Investor(R) Safety-First "Flooring" Process Is the insurance agent's pathway to preserving a bright future. The truth is your skills in protection and liability minimization are hugely important in the context of proper income planning for the millions of America's Constrained Investors. Armed with the proper tools, knowledge, and insights, your success while operating as ERISA fiduciary recipient should only increase. This book reveals the keys to that success.

Author: David Macchia
Publisher: Blurb
Published: 04/26/2024
Pages: 142
Binding Type: Paperback
Weight: 0.44lbs
Size: 9.00h x 6.00w x 0.30d
ISBN: 9798881420635

Returns Policy

You may return most new, unopened items within 30 days of delivery for a full refund. We'll also pay the return shipping costs if the return is a result of our error (you received an incorrect or defective item, etc.).

You should expect to receive your refund within four weeks of giving your package to the return shipper, however, in many cases you will receive a refund more quickly. This time period includes the transit time for us to receive your return from the shipper (5 to 10 business days), the time it takes us to process your return once we receive it (3 to 5 business days), and the time it takes your bank to process our refund request (5 to 10 business days).

If you need to return an item, simply login to your account, view the order using the "Complete Orders" link under the My Account menu and click the Return Item(s) button. We'll notify you via e-mail of your refund once we've received and processed the returned item.

Shipping

We can ship to virtually any address in the world. Note that there are restrictions on some products, and some products cannot be shipped to international destinations.

When you place an order, we will estimate shipping and delivery dates for you based on the availability of your items and the shipping options you choose. Depending on the shipping provider you choose, shipping date estimates may appear on the shipping quotes page.

Please also note that the shipping rates for many items we sell are weight-based. The weight of any such item can be found on its detail page. To reflect the policies of the shipping companies we use, all weights will be rounded up to the next full pound.

Related Products

Recently Viewed Products