We’ve mentioned our priority is you — and who are you, exactly? You’re a client making a bold choice to protect your future. You’re a financial professional focused on changing your clients’ lives for the better. You’re a partner that shares our passion for financial services technology.
Your focus is your financial future. Your experience should be transparent, so we’re giving you the resources to handle your goals how you want — whether you’re doing it on your own, with support from a financial professional, or with a little help from us.
Your priority is the client. It’s our job to think about the business process. So, we’re making that process as seamless as possible, providing you the tools and support you need so you can give your full attention to fostering your client relationships.
We get to nerd out together over technology. We work with you to create new and unique experiences for financial professionals and clients, developing cutting-edge tech and ensuring we have the people and processes needed for a good partnership.
Track eApplications from start to issuance.
View detailed reports.
Manage books of business.
Access marketing and sales tools.
Built-in rules eliminate NIGOs and speed processing.
Upload required documents instead of mailing them.
eSign and deliver applications electronically.
Save a tree by doing the entire process online!
Check on the health of your annuity.
Schedule withdrawals.
Change beneficiaries.
Download electronic copies of your contract.
Lightning-fast onboarding.
Autocompletion of info in real time from SureLC and other trusted third-party data partners.
Easy roster management.
Intuitive dashboard and detailed reporting.
