Commentary: Your Annuity Clients Probably Want You To Be A
Fiduciary
The 2020 U.S. Department of Labor Fiduciary Rule (DOL 3.0) now applies to all IRA-to-IRA rollovers. It applies to IRA rollovers from 401(k) and other qualified assets, too. This rule hits 50% or more of most insurance agents’ annuity sales.
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