Ohlson Group to introduce AssessBest, the advisor’s answer to DOL/Fiduciary Rule
(Carmel, IN) The Ohlson Group, Inc. and Safe Money Places International, LLC will introduce the positive solution to the DOL/Fiduciary Rule during their nationwide webinar on Thursday, January 19, 2017. AssessBest, developed by its CEO, Kim O’Brien, MBA, uncovers the advisors clients’ Guaranteed Insurance Gaps (GIG) and introduces the client to their recommended insurance solutions. “AssessBest does more than just meet DOL/Fiduciary requirements - it’s both a sales system and compliance platform for both best interest and suitability,” states Raymond J. Ohlson, CLU, CRC and CEO of the Ohlson Group, Inc. and SMP International.
“AssessBest was designed by experts in the independent marketing channel with the advisors and companies in mind,” stated O’Brien. She continued, “We were so fortunate to have IMOs like the Ohlson Group dedicate their time, money and manpower to the development of this state of the art system.. Our suite of approved carriers is large enough to provide product choice without sacrificing compliance supervision.”
“While I’m confident that the contract signing portion of this rule will go away (BICE), I concur with the lawmakers that have been speaking to us that there will still need to be the proof of a fiduciary sale, which means we needed to have a Financial Institution sign off,” stated Ohlson. AssessBEST has engaged one of the leading Financial Institutions in the industry to do just that. “We are so excited about the dozens of IMO’s on our platform, also for many of the major annuity companies becoming members of this program” states O’Brien. Ohlson also cites the much lower cost to the advisor, the agent’s ability to stay independent, and most importantly: the ability to do the “right thing for the client, and to do it right now.”
Please join The Ohlson Group as they go “One on One” with Kim O’Brien on Thursday, January 19th at 11:30 Eastern. Spend the most important 30 minutes of your career on this webinar. Please contact The Ohlson Group for information and link to reserve your seat.
The Ohlson Group, Inc.
11611 N. Meridian St. Suite 110
Carmel, IN 46032
877-844-0900
[email protected]
