This week, I’m yielding my commentary rights to Kim O'Brien and AssessBEST. As you probably know, The Ohlson Group is a member of the AssessBEST Charter coalition. Over 40 IMO's, and basically all the "name brand" annuity companies are on board with AseessBEST.
AssessBEST is a sales making software program that handles all of your Department of Labor/best interest needs. AssessBEST was designed "by advisors for advisors."
AssessBEST is a sales making software program that handles all of your Department of Labor/best interest needs. AssessBEST was designed "by advisors for advisors."
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read kim o'brien's dol faq sheet
So, we are getting pretty close to June 9th which is kick-off time for the new rule. Most advisors still have questions. So, we have the answers. Take a few moments, read the "FAQ's" and then give The Ohlson Group a call and see how this will affect your practice.
Until next time... good selling! |
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