
Libre Advisor Network
Libre Advisor Network
Educational Videos for Financial Professionals, CPAs, and Attorneys.
We have a robust backcatalog of videos on planning concepts, industry news, practice management, compliance, and many other topics.
The Insurance "Bermuda Triangle"
Published 11/28/2023 by Anthony R Bartlett, ChFC, AEP, RICP, CASL
Anthony Bartlett, Tom Gober, and Kerry Pechter discuss the concerning practice of Private Equity firms steadily acquiring U.S. life insurers and blocks of fixed annuity business and moving the blocks offshore to free up capital. A practice that Kerry has coined the "Insurance Bermuda Triangle."
#fiduciary #insurance #bermudatriangle #duediligence
Latest Updates on DOL PTE 84-24
Published 12/1/2023 by Anthony R Bartlett, ChFC, AEP, RICP, CASL
Anthony discusses the latest developments regarding DOL PTE 84-24.
#financialprofessionals #fiduciary #dol #pte-84-24
What's the deal with DOL PTE 84-24?
Published 11/2/2023 by Anthony R Bartlett, ChFC, AEP, RICP, CASL
Cambridge’s Form CRS (Customer Relationship Summary)
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Libre Advisor Network are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE, FL, GA, IL, IN, MA, MD, ME, NC, NH, NJ, NV, NY, PA, PR, RI, SC, TX, VA, and VT. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Libre Advisor Network makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.
© 2025 Libre Advisor Network