top of page
ARC PROCESS
We aren't compensated for distributing or marketing products so fiduciaries can trust our advice.
No exclusions.
All variable and fixed annuities are on the table (including SPIAs).
It may be that the best decision for a sponsor is to not bring annuities inside their plan. Fiduciaries need to trust that they have a consultant who will tell them so.
We care about advisors and sponsors having all the information they need to prudently decide.
3(21) Search & Selection Fiduciary
3(38) Fully Managed Fiduciary
Research Licensing (Non-fiduciary)
Education Content Licensing (Non-Fiduciary)
Hourly and Project-Based Consulting (Non-Fiduciary)
bottom of page