Key Benefits
Increased advisor annuity adoption & production
Consistent order entry experience across annuity carriers
Reduction of
rejected orders
Key Features
Up-To-Date Industry Forms
The most recent form versions from leading client management systems are automatically retrieved and filled
Dynamic Order Entry System
Leverages AFFIRM® technology to expand processing capabilities, based on advisor selections
Intuitive Interface
Up front information collection, with an approval process to help review all submissions before order placement occurs
