Got the DOL Fiduciary Rule Implementation Blues?
Now that the final DOL “Fiduciary Rule” has been out for a few months, you may be finding that you have more questions than answers when it comes to implementation. Click here to find out how First Consulting can help!

Staff Vacations Limiting Your Output?
Holidays and Summertime can often become difficult for managers to balance workloads
and letting their staff take vacations. First Consulting can help! 

Do you have a licensing issue, or work with TPA’s that need licensing expertise?
Click here to find out how First Consulting can help.

John Palmer

Let First Consulting Help!

Let First Consulting help turn your DOL Rule implementation into a happier tune! Here are just a few of the DOL Rule services First Consulting offers:

  • DOL Rule Consulting (geared toward your unique challenges under the rule, including what competition is doing as well as implementation and communication strategy)
  • Training (for agents, in-house marketers, management, and Board of Directors)
  • Product Drafting/Filing (retooling of annuity products to compete under DOL Rule)
  • Policies/Procedures (changes to internal/external policies/procedures)
  • Operational Compliance (risk assessments, changes to in-house infrastructure)
  • Document Drafting (point-of-sale documents/disclosures, compliance/suitability guides)

Kevin W. Mechtley