Administrators
The AssessBEST Advantage
Create the oversight structure and audit capabilities to manage recommendations and supervise your advisors' fiduciary and suitability duties.
Learn more:
Annuity Benchmark Calculator
AssessBEST bench marking is an exclusive tool for the BIC signatory to compare products and carriers in the analysis process to determine if the recommendation meets the prudent man test.
Applications & Disclosure Forms
AssessBEST gives the Financial Institution and its oversight team immediate access to any application and the disclosure forms for all business subject to the Best Interest Contract Exemption.
Suitability Forms
AssessBEST provides an efficient path to the suitability forms necessary to determine if an annuity sale is appropriate for case at hand.
Advisor Recommendation Report
AssessBEST software is consistent, reliable and repeatable. It produces a recommendation report that is overseen by the designated financial institution.
Signup TODAY!
When you Login as a advisor you will receive an email immediately with instructions to access the AssessBEST software. You will gain access to all of the AssessBEST Advisor toolkits.
