Making Disclosures Innovative

By Annette Quintana on Nov 1, 2017 1:27:59 PM

Let’s be honest. Not all organizations WANT disclosures to be understood. If you’re a part of an organization that wishes to continue to exploit consumer misunderstanding, you can save yourself some wasted time and stop reading now. But if you’re interested in improving understanding and customer trust, please read on.

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Help clients understand disclosures and reduce legal risk [video]

By Annette Quintana on Apr 25, 2017 10:04:50 AM

Build trust with clients and reduce the risk of lawsuits and regulatory challenges under the DoL Fiduciary Rule with Aprisi Assure.

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