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Technology Best Practices for Addressing the Department of Labor Fiduciary Rule

June 8th at 11:00 am

Technology RaceSimilar to broker dealers, insurers selling annuities are trying to understanding how to address the new Department of Labor rules. The changes will impact the selling process, methods of disclosure, service routes, and alter sales requirements; all of which can seem overwhelming. NEOS has been observing the initial trends that will help insurers seamlessly transition into the new environment. We want to share with you the key role that technology will play in helping companies leapfrog their competition and enhance their value to distribution partners. Join us as we talk with industry experts related to the following technology topics:

  • Leveraging a lens based approach to evaluate existing core systems against future requirements
  • Best practices in leveraging technology to sell and service smaller accounts
  • How digitalizing key processes will help gather the right data to ensure BICE requirements are met
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