800.523.5851 info@unkefermail.com
Select Page

Valuable Tools To Help You Navigate The DOL-Rule!

AmeriLyzer Video Tutorials

Activating Your Account

1:21

Entering Client Information

7:42

Adding a Client & Setting Their Risk Rating

3:09

Creating a Proposed Portfolio

5:46

Amerilyzer User Agreement & Valuable DOL Resources

Download the User Access Agreement

 

DOL-Ready E&O Insurance – Read More

 

Read and Download the Worksheet

84-24 Disclosure Doc

Have questions about the DOL? Contact us and experience the industry’s best service!

13 + 3 =