Think Disclosure is Enough? Think AGAIN!
All IRA Advisors and Agents are now required to follow Impartial Conduct Standards.
If you believe that you can simply toss in a disclosure document provided by a carrier or other source you
may be sitting with a lawsuit target on your back.
A disclosure alone DOES NOT:
Don’t Worry -
Using the AssessBEST Sales Building System, you will:
No more he said/she said. With AssessBEST, it’s WE SAID.
In your personal cyber-
Don’t wait! Protect your business today!
AssessBest is a third party software solution designed to help producers comply with the impartial conducts standards of the DOL Rule. AssessBest and Vision Advisors are non-