Solutions For Consumers

AssessBEST offers calculators so that you assess and understand your situation. It is essential when you work with your AssessBEST advisor to address your financial needs.

To use our assessment calculators, please click on the topic that interests you.

AssessBEST has four parts to guide you through a discussion about medical expenses, LTC, retirement financial objectives and much more.

For more financial and insurance planning calculators fill out the information form at right and we will reply with an AssessBEST Advisor closest to you. Your information will not be shared or sold to any individual, firm or third party and your privacy is guaranteed. Click here to read our privacy policy.

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.

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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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