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Getting ready to meet the new DOL regulations

Liz DeCarlo

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In April 2016, the U.S. Department of Labor released its final fiduciary rule. Caleb J. Callahan, CFP, chief operating officer of ValMark Financial Group, shares the first steps you should take to prepare. From considering a fee-based business to grandfathering current clients, learn what action you should take right now.
 

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