IAMS, Inc. is very proud to be a part of AssessBEST’s Charter Coalition. AssessBEST is a comprehensive annuity software tool, with a long history of proven effectiveness and is endorsed by NAFA, the National Association for Fixed Annuities.
AssessBEST’s software features include:
- Consumer Profile Goals & Objectives
- Experience & Risk Tolerance
- Savings & Assets
- Current Income & Expenses
- Future Income & Expenses
- AssessBEST Guaranteed Insurance Gap (GIG) Calculator™
- Customer Assessment Report
- Recommendation Authorization from independent third party
Additional resources and customizations are available.
As a part of AssessBEST’s Charter Coalition, all IAMS Agents will receive a 20% subscription discount. Click the button below to sign up today! If you’re already subscribed then enter your credentials to login below.
