original-logos_2013_Nov_7738-462481.jpg

Talk With An Expert  (908) 791-3831

REG BI

Using Rixtrema’s Reg BI Optimizer software allows us to validate any recommendation we make about Rollovers from 401k, IRA, Non-Qualified accounts, and annuities.

The Department of Labor regulation said there could be no conflict of interest while the SEC Reg BI says there can be a conflict of interest, but any such must be disclosed to the client.

See how Reg BI Optimizer works...