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