What happens to incentive trips under the DOL fiduciary rule?: OPINION

October 11, 2016 by Kevin W. Mechtley, J.D.

As a compliance consultant with a specialty in the DOL fiduciary rule, I have received the following question a countless number of times: Are agent incentive trips really gone in a post-DOL fiduciary rule world?

My answers? Yes. And maybe.

As you might expect, this analysis requires a bit of background and some deep diving into DOL’s preambles that precede the rule. This article will attempt to explain the Yes and the Maybe answers above, and also forecast the future of agent incentive trips in the annuity industry.

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Originally Posted at LifeHealthPro on October 11, 2016 by Kevin W. Mechtley, J.D..