Author: iPipeline

USA
Category:
Upcoming Conferences
Tuesday, November 19 - Thursday, November 21, 2024
Schwab IMPACT
In-Person for Wealth Management
San Francisco, CA
Join Us There
Upcoming Conferences
Monday, May 5 - Wednesday, May 7, 2025
iPipeline Annual Conference | Connections 2025
In-Person for the Insurance, Financial Services, and Wealth Management industries
Omni Orlando Resort at ChampionsGate | Orlando, FL
Join Us There
Media Coverage
iPipeline Prepares for DOL Fiduciary Rule Tech Building
ThinkAdvisor
Media Coverage
iPipeline Names Katie Kahl to New Post of Chief Product Officer
Insurance Innovation Reporter
Press Releases
iPipeline Appoints First-Ever Chief Product Officer to Accelerate Innovation and Support Strategic Growth
Inaugural CPO Katie Kahl to establish strategic vision and roadmap for iPipeline’s innovative life insurance and wealth management technology product portfolio.
BGA Buzz
BGA Buzz: Q2 2024 Issue
Pipeline CEO Pat O'Donnell Wants to See You at Connections 2024!
Read More
Media Coverage
iPipeline Hires Technology Industry Veteran Adam Boone as New CFO to Accelerate Strategic Growth
WSJ CFO Journal
Press Releases
iPipeline Hires Technology Industry Veteran Adam Boone as New CFO to Accelerate Strategic Growth
New CFO Adam Boone will lead iPipeline’s financial management to drive long-term growth strategy.
Blogs
5 Ways Digital Field Underwriting Can Help Agents Increase Trust, Build Reputation, and Clinch Sales
XRAE® from iPipeline is designed for use by agents as well as distributors, offering a seamless and comprehensive underwriting experience that maximizes productivity.
Media Coverage
Eliminate Annuity Advisor Suspense
ThinkAdvisor
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