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AMZ Financial

The Sky Is Not Falling

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You Can Maintain Your Independence in a Post-DOL World. We Offer a Simple Solution to the DOL Regulation.

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:

  • Document the client's needs, time horizon and risk tolerance ... before making a product recommendation
  • Demonstrate your compensation was reasonable compared to other products
  • Disclose your fiduciary status and make no misleading statements

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.

Learn How To Maintain Your Independence