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Key Value Adds for Product Manufacturers1 min leftShow sections

Finding Value Under the New DOL Regime

Everyone in the industry is contemplating what they must do to comply with the New DOL Fiduciary Regulation. Product manufacturers must identify value adds.

David Witz1 min read58 words

It should be no surprise that everyone in the industry is contemplating what they must do to comply with the New DOL Fiduciary Regulation.

Key Value Adds for Product Manufacturers

  1. Preparation of Documents: 44 different documents need created
  2. Buy a Block of Legal Time: Underwrite legal consultation
  3. LMS Training Solutions: You cannot sell what you cannot explain
  4. Build Data Feeds: Compliance requires comprehensive data

See how PlanTools keeps the record.

Scoring, the IPS, and the quarterly review, filed together and dated.