We created an online/interactive 84-24 disclosure and a best interest questionnaire. These are items you can fill out online and print for your client’s signature. To check out and try the disclosure and questionnaire, click here.
Several insurance companies have offered up their own version of an 84-24 disclosure that insurance agents can use to comply with the June 9, 2017 DOL fiduciary rule. I thought it would be of benefit to list a few examples of them so readers could review them for potential use. To download the disclosures in PDF, click on the following link:
Insurance companies are going to require an attestation (signed document saying that the agent did comply with 84-24 when making the sale. For an example attestation from American Equity, click here.
DOL fiduciary rule resource summary
NOA put together a nice summary on the DOL fiduciary rule and what advisors have to do under 84-24. Click here to download this summary.
OnPointe Investment Risk Software
If you are not using an investment risk tolerance software to help with suitability as well as to make more sales, you should be. To learn about the best program in the industry, click here or on the image below.