■  Advertising and Sales Program Reviews

○    Advertising Compliance Review

○    Review of Sales Programs (lead cards, seminar presentations, websites)

○    Social Media Compliance and Online Advertising Compliance

■  Business Practice Reviews (on behalf of IMO or Carrier):

○    Internal Risk Assessment (on-site or remote)

○    Completely confidential

■  Marketer Compliance Training

○    Customized Compliance Training (best practices, anti-fraud, advertising)

○    On-site or via webinar

■  Suitability, Replacements and Senior Sales Consulting

○    Help develop internal standards and best practices

■  DOL Fiduciary Rule Guidance

○    Click Here to learn more about how First Consulting can provide the expertise needed to help your Company maintain compliance with the DOL Fiduciary Rule.