Transform business and improve competitiveness

Manage Sales Pipeline
Manage Annuity Sales Activities
Manage Client Engagement and Communication

Find and Customize Guaranteed Retirement Income based on your client needs.
1,000+ PRODUCTS FROM 52 INSURERS
State Specific, Surrender Specific, FIAs, MYGAs, VAs, Income Benefit Riders
SALES PROCESS INCOMPLIANCE WITH NAIC MODEL SUITABILITY LAW

Needs Analysis defines the Guaranteed Insurance Gap, or GIG to determine WHY a client Needs an Annuity

Compliance features reviewed and approved by FINRA

Digitally interactive for faster communication between : producer and marketer using Mobile apps on IPhone