Key Benefits
Ensures SEC, FINRA, and state compliance with customized workflows and suitability reviews
Provides a value-added service by selling insurance to portfolio clients
Decreases cycle time to policy issuance and reduces the possibility of lost sales
Key Features
End-to-End
Integrations
Integrated components include quoting, illustrations, forms, e-App, reporting, e-Delivery, and more
Supports All
Life Products
Available for term life, universal life, whole life, variable life, long term care, disability income, and more
Customized Workflows
& Suitability Reviews
Built-in support for suitability reviews, compliance management, and your unique business processes
