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    James Wong

    Area Executive Vice President, Platinum of Partners Advantage

    Recent Posts

    5 Hard-Learned Lessons From the DOL: An IMO Perspective

    Posted by James Wong on Wed, May 08, 2019 @ 12:00 PM

    It’s been 10 months since the DOL Rule was vacated. That’s it, less than a year since our world was turned upside down. And we know that it’s still in the process of changing the way we do business forever.

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    Tags: practice management, agency resources

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