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…

Reg Bi Report Summary