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View More Press Releases by Insured Retirement Institute [IRI]

Press release:

New Website Brings Fiduciary Rule Implementation Resources to Financial Professionals’ Fingertips

Issued by: Insured Retirement Institute [IRI]

Date: June 9, 2017

IRI’s ClientsFirstPro.org Supports Industry Awareness and Training

WASHINGTON, D.C., June 9, 2017 – The Insured Retirement Institute (IRI) today launched a website that provides financial professionals with educational resources for the post partial-implementation Fiduciary Rule environment. ClientsFirstPro.org equips financial professionals with practice management tools to support industry efforts to foster substantial and beneficial relationships with investors.

“ClientsFirstPro.org is a one-stop-shop for all the educational materials a financial professional could need to transition under the partial implementation of the Department of Labor Fiduciary Rule,” said IRI President and CEO Cathy Weatherford. “Given the many complexities of the rule, financial advisors will benefit greatly from having real-time access to the most up-to-date information, tools, and resources that will help them understand, navigate and adapt to these new regulations.”

Features of ClientsFirstPro.org include:
  • Fiduciary Rule FAQs
  • The Latest DOL News
  • Fiduciary Rule Compliance Training Videos
  • Practice Management Webinars
  • Planning Calculators
  • Continuing Education Opportunities
The educational value of ClientsFirstPro.org extends beyond the DOL rule by providing financial professionals with FINRA-approved materials, webinars, and videos designed to help them maintain good practice management standards and client education.

About the Insured Retirement Institute
The Insured Retirement Institute (IRI) is the leading association for the retirement income industry.  IRI proudly leads a national consumer coalition of more than 30 organizations, and is the only association that represents the entire supply chain of insured retirement strategies.  IRI members are the major insurers, asset managers, broker-dealers/distributors, and 150,000 financial professionals.  As a not-for-profit organization, IRI provides an objective forum for communication and education, and advocates for the sustainable retirement solutions Americans need to help achieve a secure and dignified retirement.  Learn more at www.irionline.org.

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View More Press Releases by Insured Retirement Institute [IRI]


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