AssessBEST is an internet based insurance income and asset protection planning software calculation tool and app, The Software may be utilized by broker dealers and their registered representatives, registered investment advisers and their individual investment adviser representatives, or insurance companies and their independent marketing organizations and life insurance agents, The Software is intended for Financial Institutions offering annuities and life insurance for income planning and asset protection solutions. FIs and advisors will utilize AssessBEST to provide the requisite processes and procedures for fiduciary oversight required under the Department of Labor Fiduciary Rule as well as for Insurance Companies and advisors regulated by state specific Suitability Model Law

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ASSESSBEST

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