Step 5 of the 5-Star DOL Plan: Adhere to the Best Interest of Clients

Retirement Income Gap Planning Software Available through CreativeOne

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To remain compliant with the DOL fiduciary rule, you must make recommendations in the best interest of your clients. What exactly does that mean? Let us tell you during this webinar.

Join partner, Lance Sparks, and training and development manager, Dennis Mattern, Thursday, May 18 at 10:30 a.m. CDT for a detailed look at how our Retirement Income Gap Calculator can benefit your practice.

During this 30-minute webinar, we’ll explain how a needs analysis and income gap calculator can:

  • Recommend a specific guaranteed annuity product that meets the client’s income gap needs.
  • Maximize the internal rate of return by suggesting an actuarial based recommendation of:
    • Time of deferral.
    • Source of funds (qualified or non-qualified).
    • Payout (individual or joint).
    • Income level of an optimal annuity.
  • Search for annuities with guaranteed income levels above that of the optimal annuity, allowing the advisor to choose the product with the best income, fees and ratings combination.

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As always, call your CreativeOne sales team with any questions or concerns at 800.992.2642. We’re here to be your resource.

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.

CP-0956- 2017/5/17

Related terms: Annuities, Legislation


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