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Complying and determining fees based on the DOL fiduciary rule

MDRT

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In the final episode of the three-part podcast series, MDRT members discuss how the upcoming Department of Labor regulation will be enforced and how to establish value in a fee-based practice.

You’ll hear from:
John F. Nichols, MSM, CLU
Simon John Gibson, DipPFS
Juli McNeely, CFP, CLU
Susan Catherine Paterson, FChFP

If you'd like to subscribe, find us on iTunes at MDRT Podcast.

The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Copyright 2016 Million Dollar Round Table.

This example is for educational and information purposes only. Each professional should set his own terms and conditions of engagement with the client through the process of negotiation.
 

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