AFFIRM® for Annuities

Streamlined Order Entry for Annuities

Key Benefits

Reduces rework and
Not in Good Order transactions through a wizard-based approach

Utilizes PPfAs to see info like product, feature and fund expenses

Ensures full compliance both internally and externally

Key Features

Book of

Advisors can immediately identify which contracts are eligible for withdrawals and subsequent payments without conducting extensive research

Route Annuity

Robust API and messaging capabilities can be used to route annuity orders to existing compliance and suitability queues


Flexible architecture accommodates rules, forms, and transmission changes; quickly react to constant regulatory changes

Product Resources