35 STATES WILL ADOPT THE CORPORATE GOVERNANCE MODEL IN 2016

Changes needed to your Board of Director’s documentation can take months, so we advise you act now!
First Consulting’s Corporate Governance Tool Kit can help by providing your company the documentation
needed for compliance under CGAD and the supporting Model Regulation.






DOL FIDUCIARY RULE COMPLIANCE

The Department of Labor will be releasing the new “Fiduciary Rule” in a matter of days, not months.  Is your company prepared?  Regardless of where you are in the implementation process, let First Consulting help.

Click here to find out more.





 


INNOVATION IN INSURANCE PRODUCTS IS NO LONGER AN OPTION

Today customers are looking for new insurance and annuity solutions. 
This means adapting and changing processes and experiences.

Click here to find out more on how First Consulting can help.








 


FIRST CONSULTING: YOUR PARTNER IN DOL FIDUCIARY RULE COMPLIANCE

The Department of Labor will be releasing the new “Fiduciary Rule” in a matter of days, not months. Is your company prepared? Regardless of where you are in the implementation process, let First Consulting help.
We have been tracking the rule since its inception and have been working with industry and a number of trade groups to gauge industry’s response and implementation. We are prepared to help you:

  • Understand the rule and how it impacts your current business model
  • Revise your internal procedures and company framework to comply with the rule
  • Gauge your risk and relation to the rest of industry
  • Create new disclosures and assist with training of in-house employees and agent force
  • And much more!

Contact me for a free, no obligation discussion about your DOL Fiduciary Rule compliance goals.

Kevin W. Mechtley
816.886.3272
Kevin.Mechtley@FirstConsulting.com

 


INNOVATION IS NO LONGER AN OPTION

Today customers, from baby-boomers planning retirement to millennials starting families, are looking for new insurance and annuity solutions.

This means:

  • Adapting the customer purchasing experience
  • Changes to marketing and advertising initiatives and language
  • Web based applications
  • New products such as Life and Long Term Care Hybrids
  • New annuity forms including Qualified Longevity Annuities

For experienced but up to date assistance, First Consulting & Administration, Inc. is the answer. Click here to learn more about our services.


John Palmer
816.391.2744
John.Palmer@FirstConsulting.com