Measuring Up to the Annuity Model Act
How to proactively respond to increased education tracking requirements without breaking the bank.
Are you struggling with how to effectively demonstrate compliance with new Model Act requirements which obligate you to track general suitability and even product-specific course completions on behalf of your producers? Let us help you:
- Track and manage relevant course completions
- Proactively comply with general suitability and product-specific course completion tracking
- Fend off costly audits
