Your DOL Software Solution – Compliments of Davis Life and Annuity
An easy, step-by-step system that walks you and your client through theannuity sales process while staying DOL compliant
Exclusive Demo for Davis Life & Annuity producers
- Have a consistent, compliant process and meet BICE & Suitability Standards
- Create easily customizable profiles
- Determine objectives and anticipate future needs
- Store and timestamp communications as evidence impartial conduct
- Easily transfer data to an eApp platform to close
- Increase your business using a low to no-cost system
How To Join In
» Using your computer, tablet or smartphone:
CLICK HERE to View the Demo
Questions? Call today! 800-747-5612
With or without the enforcement of the DOL fiduciary rule, this system
will help you uncover more opportunities. We’ll show you how.