perspectives
BROKERAGE INDUSTRY INSIGHTS
JA N UA R Y 2 0 1 6
contents
10 Features
10
Department of Labor Makes Waves with
Proposed Fiduciary Rule
In April 2015, the Department of Labor
released its proposed fiduciary rule for public
comment, and the controversial proposal has
generated a lot of attention in Washington
and the brokerage community. Our colleagues
at AALU review the status of the rule and
outline the potential impact on your BGA.
18
NAILBA 34 Highlights
A review of the Annual Meeting in photos!
BY DAVID HOLLINGSWORTH
18
Departments
7
Chairman's Corner
The Year Ahead:
Change is Coming
16
GEORGE C. VAN DUSEN IV
9
CEO Insights
Take-aways from the
Annual Meeting
NAILBA Charitable
Foundation
Why Do We Give?
MICHAEL T. SMITH
22
JACK CHIASSON, CAE
Life Happens
Make 2016 the Year of
Opportunities with These Three
Strategies from Life Happens
28
Agency Successor
Networking Group
Are You Planning For Success?
30
Calendar of Events
30
Index of Advertisers
CLIFF F. WILSON, CLU, CHFC, CLF, LUTCT
26
Member Profile
Steven Katz, Premier
Brokerage Services, Inc.
www.nailba.org 5
http://www.nailba.org
Table of Contents for the Digital Edition of NAILBA Perspectives - January 2016