Navigating the DOL with WealthVest

WealthVest is committed to helping broker-dealers, banks, advisors and independent agents navigate the transition into the fiduciary rule for their fixed and fixed index annuity business.

Whether you submit your fixed and fixed index annuity business under the Best Interest Contract Exemption or PTE 84-24 we have the tools and research to help transition your business. If you are unsure what the rules are for you give us a call. We will walk you through the steps to becoming compliant with the DOL Fiduciary Rule.

Start Navigating the Fiduciary Rule by calling WealthVest at 877-595-9325

// What are retirees defining as “in their best interest” when it comes to their retirement assets?

WealthVest conducted a study on what investment features retirees determine are “in their best interest” called A Client’s Perspective on Best Interest. The study helps clarify investors’ priorities and establishes best interest rules to help guide the retirement planning process.

DOWNLOAD THE FULL STUDY

Are you an independent insurance agent looking for a tool to comply with the DOL Fiduciary Rule?

Request a copy of sample disclosure documents, an overview of the Rule, and a demo of our Solution.