News and Updates for Agents

Latest Updates

Impact on your Business

AmeriLife® and The DOL Rule

Preparing for Implementation

  • DOL Fiduciary Rule Solutions
  • What does it take to be DOL compliant?
    • Implementing a step-by-step financial planning processed to lead to ‘best interest’ recommendations.
    • Due diligence process and materials to document needs and determine product and portfolio recommendations.
    • Using an FIA as a financial planning tool.
    • Introducing a screening process to determine the best products for your clients.
  • An 8-Step Compliance Guide

Process of the Future

  • Do you have a DOL-Proof Sales Process?
    With the DOL regulations being implemented soon, the time to take action is now. Start assessing where your business is now and get the tools you need to ensure you don’t skip a beat. AmeriLife and its affiliated companies can help guide you through a comprehensive review of your planning process to determine your DOL-readiness in critical areas, including:

    • Financial Planning Process
    • Documented Planning Tools
    • Products and Portfolio Selection Process
    • Post-Sale Service and Maintenance Process
  • Associations*

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