AssessBEST is the industry’s most innovative sales and compliance system. AssessBEST delivers a streamlined, easy-to-use platform at a low annual cost to the advisor. This revolutionary platform was developed by experts in the independent marketing channel and fiduciary and suitability expert Kim O'Brien to give agents the freedom to stay independent, meet ongoing regulatory requirements, sell more effectively and, most importantly, do the right thing for Americans.
UMS is a member of the AssessBEST Charter Coalition. The annual $349 AssessBEST user license is discounted to $249 when you purchase AssessBEST through UMS.
AssessBEST offers a 30-day money back guarantee effective immediately at launch date. We only want the happiest licensees. Congratulations on your decision to add AssessBEST to your sales arsenal.
Wishing you THE BEST.