Offer Peace of Mind and Protect Your A$$ets!
Provide Clients Meaningful Insight into Your Decision Making.
Make certain your reports are transparent and organized as Reg BI has become effective June 30th, 2020! Make certain the selection for the client was in their best interest every-time, using our simple and easy annuity reporting tool. This reporting tool also allows you to store your records providing meaningful insight into your decisions to protect your practice. Offer peace of mind to your clients all while working faster and more transparent than ever before!
These annuity reports are designed to educate your client while creating a new level of transparency to keep your practice compliant. Sleep easy at night knowing you made the right decisions for clients every time. Given the recent changes in the market place, there’s never been a better time to sell your client’s annuities. Contact us today be completing the form below or call (866) 777-2006 for more details.
"Make sure your client's rates are locked in as the market continues to go up!"
Complete the form below to learn how you can get access to an annuity reporting tool that provides fast and easy annuity reports.
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Protect your practice by providing clients the assurance that the decisions are always in their best interests! Complete the form below to learn how you can get access to an annuity reporting tool that provides fast and easy annuity reports.
An Alpine Account Executive will contact you within 24 hours to provide more details.