About Us
FIDUCIARY & SUITABILITY SUPERVISORY SYSTEM
A cloud-based insurance assessment system that determines income & asset protection needs through consistent data collection and robust supervision for effective and reliable fiduciary and suitability compliance. AssessBEST delivers an assessment of a client’s financial planning goals, risk tolerance and time horizons that guides the advisor and client to DOL and Suitability compliant insurance solutions.
for Insurance Planners with Supervision Portal for Financial Institutions & Marketing Organizations
Software Features
- Consumer Profile Goals & Objectives
- Experience & Risk Tolerance
- Savings & Assets
- Current Income & Expenses
- Future Income & Expenses
- AssessBEST Guaranteed Insurance Gap (GIG) Calculator™
- Customer Assessment Report
- Recommendation Authorization from independent third party
Additional Resources & Customization
- Marketing Resources & Information
- AssessBEST Advisor Registry
- Fiduciary Training
- VIP™ Certification (Verifies advisor’s background, credit and licensing credentials)
- Compensation Benchmarking*
- Administrative Portal
- VIP™ Check
- Audit Reports of Advisor Recommendations
- Carrier-specific and BIC Signor disclosures
- Forms Management
*Patent-pending
