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Solution Overview for Broker-Dealers

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.

    For a demonstration of the FIA|Today™ system or for other information please contact Jason Karle at 800-200-9404 or email info@wealth2k.com

    To request access to the Broker Dealer Section of FIA|Today™ please contact us.



    Login for More Information:
    · Executive Summary
    · Sample Advisor Website
    · Watch the FIA|Today Movie
    To request Access to the Broker Dealer Section of FIA|Today please contact us.
    FIAToday™ is a registered trademark of Wealth2k, Inc.