AmeriLife® Invites Insurance Agents and Advisors to Test Drive Its Risk Assessment and Compliance Tool Free of Charge
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The DOL Fiduciary Rule directs agents and advisors to document the reasons for recommending fixed annuities in case of future client questions or potential litigation.
"As a result of these regulatory changes, agents and advisors need to be able to demonstrate and document they are acting in the client's best interest and maintain a relationship with a financial institution, like AmeriLife Financial AdvisorsSM," said
The AmeriLyzer enables agents to create customized proposals for clients to assist them in reaching their desired goals and meeting future needs. The system stores and timestamps client proposals to evidence the Impartial Conduct Standards now required under the DOL Fiduciary Rule.
In order for agents and advisors to qualify to use the AmeriLyzer for free through
"We are very proactive. We don't want to wait to the last minute," said Whitney & Associates Consultant
To view a demonstration of the AmeriLyzer, visit www.amerilyzer.com or [email protected] with product questions. For the latest information on the DOL Fiduciary Rule, visit www.DOLSolutions.com.
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