Disclosure Tracking, Changed Circumstances, Re-Baselines in Encompass®

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Recording from October 4, 2023

We reviewed how and when to use the Disclosure Tracking tool, how to leverage the Changed Circumstances setup and usage on the LE Page 1 and CD Page 1, and how all of this ties into the Fee Variance Worksheet tool. We also hear from a community member about how they implement and use their company's Fee-Level Changed Circumstance disclosure workflow.

Larry Bailey - Your Community Advocate
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