Annuities, Blog

DOL Compliance Toolbox

The DOL Fiduciary Rule is officially in place, but that does not mean your fixed annuity sales have to come to a grinding halt. We have every tool you need to not only stay compliant, but take your sales to exciting new heights.

Our Team

New PJ Thumb for Web

PJ Behrens, Director of Annuity Marketing

PJ@davislife.com

New Brenda pic for web

Brenda Miller,
Annuity Marketing Executive

Brenda@DavisLife.com

Jamie for New Web thumb1

Jamie Peterson, Annuity Marketing Executive

Jamie@DavisLife.com

New Mary Thumb for web

Mary Grieser, Annuity Marketing Assistant

Mary@davislife.com

 


EVERYTHING YOU NEED FOR DOL COMPLIANCE CAN BE FOUND RIGHT HERE!

CLICK ON A LINK BELOW TO GET STARTED:

GET CONTRACTED

GET AN E & O QUOTE

LEARN ABOUT ASSESSBEST

GLOSSARY OF ANNUITY TERMS

FIND FORMS AND CARRIER MATERIALS

DOWNLOAD OUR FREE DOL FACT-FINDER

WATCH OUR STEP-BY-STEP COMPLIANCE VIDEO

DOWNLOAD OUR FREE DOL COMPLIANCE FORM

LEARN ABOUT FREE DOL COMPLIANCE TRAINING


Have questions about DOL Compliance? Call the Annuity Marketing Department at 800-757-5612 today!

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