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FIAToday™ has been designed to help broker-dealers manage new educational and compliance responsibilities following the issuance of NASD 05-50. At no cost to your firm you can assure that your registered reps are providing customers and prospects quality, objective education on these complex annuity products.
When used by registered representatives FIAToday™ is both compliance-centric and rep-centric. It employs advanced technology to solve contemporary consumer education challenges and places a compliant consumer education presentation at the heart of the indexed annuity conversation.
FIAToday™ will help align the interests of consumers and sellers by providing an efficient mechanism for bringing about improved understanding of how indexed annuities work, not to mention a more realistic view of the economic results which can be expected of them.
FINRA comment letters are available for review.
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