iPipeline Reports $31 Billion in Annuity Transactions Processing for 2018
Summary
AFFIRM for Annuities streamlines and accelerates the order-entry process by supporting customized workflows and suitability reviews, enabling financial institutions to meet their stringent requirements for FINRA, SEC and state compliance. To hear outstanding keynote speakers, explore products in demonstrations, and attend the more than 70 in-depth workshops with top executives from the Life Insurance and Financial Services industry, register today . We provide process automation and seamless integration between every participant in the financial services industry including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers. Our innovative solutions enable automated processing for pre-sales, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, consumer delivery and self-service, and agency and firm management. iPipeline provides the process automation and seamless integration needed on a global basis to make a sale by aggregating more than 130 carriers, 1,300 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment.
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