Our Software: The ONLY DOL Solution You Need

With the new DOL Fiduciary Rule taking affect June 9th, it is important that you are prepared. Sunderland Group has the only DOL solution you will need to comply with the upcoming rules. Find out more about the DOL Best Interest Standards as well as our software by downloading the FAQ below:
 

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* Consumer profile goals and objectives

* Experience and risk tolerance

* Savings and assets

* Current income and expenses

* Future income and expenses

 
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Have Questions: 800.373.9807

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* Guaranteed Insurance Gap calculator

* Customer assessment report

* Recommendation authorization from independent third party.

 

* Marketing resources and information

* AssessBest advisor registry

* Fiduciary training

* VIP certification

* Compensation benchmarking

* Administrative Portal

 
About the Software

Our DOL software is an insurance assessment system that determines income & asset protection needs through consistent data collection and robust supervision for effective and reliable fiduciary and suitability compliance. It 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.

 
$̶3̶4̶9̶ ̶a̶n̶n̶u̶a̶l̶l̶y̶

$199 annually with Sunderland Group Charter Membership

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