Sales Tools

DOL Fiduciary Rule

Some See Challenges, We See Opportunities!TM

NAFA MEMBER ALERT: Monday, February 6, 2017 - CLICK HERE!

Begin preparing for application submission post June 9th, 2017. A Transitional 84-24 will be required for all sales after this date.

The Annuity & Life Retirement Designers has the tools to move you forward with the least amount of interruption to your business. Please utilize our website tools that will provide you with a template and sample Transitional 84-24 to utilize from 6/9/17 to 12/31/17. You will also find a full technology platform to help you asses your client’s needs, risk tolerance and retirement goals that will lead you to select the right product solution.

Implementation of this rule, and helping advisors that work with The Annuity & Life Retirement Designers navigate these new regulations, has been and continues to remain one of our agency’s top priorities. New regulations will include increased documentation, and risk assessment, as part of your client appointments. Get access to our exclusive Needs Assessment when you download the E-Book here to ensure you’re on the path to compliance in the post DOL world.

The resources you receive when you download the E-Book are designed to meet new compliance standards outlined by the Department of Labor.

Please take a moment to watch our video and learn how our organization has prepared for the DOL Fiduciary Rule and what the new rule will require of you.

Request Needs Assessment & Solution Workbook!

Video Instructions for using our Ebook:

DOL Reference Guide
BICE or 84-24

DOL Overview Flyer
What it means to you!

DOL Overview - What it means to you!