We’ve compiled a few CARES Act resources into a Quick Reference Guide for Small Business Owners and Sole Proprietors with the financial professionals and agency owners we work with in mind.
For archival purposes only – DOL Rule was vacated on June 21, 2018.
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.
FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.
This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.