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."
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!