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DOL FIDUCIARY RULE 3.0 BEST PRACTICES PRACTICAL GUIDE FOR ANNUITY PROFESSIONALS Rev 051022TABLE OF CONTENTS Overview 3 Defining Investment Advice Fiduciary
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The Department of Labor's fiduciary rules require financial advisors to act in the best interest of their clients when providing investment advice about retirement accounts.
Financial advisors who provide investment advice about retirement accounts are required to abide by the Department of Labor's fiduciary rules.
Financial advisors must ensure that they are acting in the best interest of their clients and disclosing any potential conflicts of interest when providing investment advice about retirement accounts.
The purpose of the Department of Labor's fiduciary rules is to protect retirement account holders by ensuring they receive advice that is in their best interest.
Financial advisors must report any conflicts of interest and ensure they are acting in the best interest of their clients when providing investment advice about retirement accounts.
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