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Introducing AssessBEST – The Industry-Leading Sales & Compliance System!

Fiduciary and suitability standards are becoming the new normal … staying on top of all these regulations has never been more challenging. Do you have a compliance system in place to meet all of these requirements, justify your recommendations – and STILL be able to sell efficiently?

Introducing AssessBEST – the industry’s most innovative sales and compliance system! It’s the complete solution you have been looking for to offer recommendations aligned with best-interest and suitability standards – proven, affordable, easy-to-operate.

AssessBEST uncovers the GIG™ – the  Guaranteed Insurance Gap™ – everyone saving for retirement or spending their savings during retirement probably has guaranteed insurance needs. Whether the need is for lifetime income, market protection, legacy transfer, or medical/LTC expenses, The AssessBest Guaranteed Insurance Solution™ may be the answer.

AssessBEST is a streamlined, easy-to-use platform at a low annual cost to the advisor. This revolutionary platform was developed by experts in the independent marketing channel and fiduciary and suitability expert Kim O’Brien to give agents the freedom to stay independent, meet ongoing regulatory requirements, sell more effectively and, most importantly, do the right thing for Americans.

AssessBEST offers a 30-day money back guarantee effective immediately at launch date. We only want the most-satisfied licensees. Ask us about AssessBEST Pro too! A fully integrated – end to end product analysis and e-application upgrade to your AssessBEST Basic license.

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.

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