On June 9th the Department of Labor (DOL) rule went into effect, but don't panic we offer a convenient solution that allows you to maintain your independence and follow the rule.
Remember, after June 9, 2017 you must:
We have a proven software solution that first determines the gaps in a financial plan. Then the software analyzes the client's risk tolerance and justifies a diversified plan using insurance products. The software compares product recommendations and clearly demonstrates reasonable compensation. Finally the software documents the product selection process and provides a Client Assessment & Recommendation Report ... all in a cloud-based, cyber-secured software.This tool allows you to maintain your independence as a financial advisor and make product recommendations in the best interest of your client. Complete the form to watch the onDemand webinar to learn more about this amazing tool.