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Monitor, Notify, & Fix Annuity Order Seamlessly
New, Pending, In-force Annuity Business | OneViewâ„¢
Order Entry for All Markets | WebDirect
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e-Delivery | DocFast®
Leverage Data Analytics
Case Analytics | InsureSight®
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Order Entry | AFFIRM® for Annuities
Order Entry | AFFIRM® for Life
Deliver Policies, Contracts & Documents
e-Delivery | DocFast®
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Order Entry | AFFIRM® for Annuities
Order Entry | AFFIRM® for Life
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Order Entry & Suitability | AFFIRM® for Annuities
Order Entry for All Markets | WebDirect
e-Delivery | DocFast®
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Order Entry | iGO®
Suitability | AFFIRM® for Life
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Life & Annuities
Click for more information
Carriers
Click for more information
Generate Instant Quotes & Illustrations
Illustrations | iPipeline Illustrations & WELiS®
Quotes | LifePipe
Quotes | iSolve®
Automate & Streamline Applications
e-App | iGO®
Order Entry | AFFIRM® for Annuities
Accelerate Case Management & Underwriting
Underwriting & Case Management | Resonant®
Field Underwriting | XRAE®
Deliver Policies, Contracts & Documents
e-Delivery | DocFast®
Streamline Workflow for Agents & Advisors
Order Entry & Suitability | AFFIRM® for Annuities
Order Entry for Expanded Distribution | WebDirect
Track Carrier Status | OneViewâ„¢
Leverage Data Analytics
Case Analytics | InsureSight®
e-Sign Documents Securely
e-Signature | AlphaTrust® e-Sign
BGAs
Click for more information
Generate Instant Quotes & Illustrations
Quoting | LifePipe
Quotes | iSolve®
Accelerate Case Management & Underwriting
Field Underwriting | XRAE®
Automate & Streamline Applications
e-App | iGO®
Streamline Workflow for Agents & Advisors
Agency Relationship Management | Agency Integrator
Monitor, Notify, & Fix Annuity Order Seamlessly
New, Pending, In-force Annuity Business | OneViewâ„¢
Order Entry for All Markets | WebDirect
Deliver Policies, Contracts & Documents
e-Delivery | DocFast®
Leverage Data Analytics
Case Analytics | InsureSight®
Financial Institutions
Click for more information
Streamline Order Entry
Order Entry | AFFIRM® for Annuities
Order Entry | AFFIRM® for Life
Deliver Policies, Contracts & Documents
e-Delivery | DocFast®
Optimize Workflow for Financial Institutions
Order Entry | AFFIRM® for Annuities
Order Entry | AFFIRM® for Life
Track Carrier Status | OneViewâ„¢
Client Onboarding | IFS Onboarding
Transitions | IFS Transitions
Leverage Data Analytics
Case Analytics | InsureSight®
Wealth Management
Click for more information
Broker-Dealers
Click for more information
Brokerage (Securities)
Onboarding | IFS Onboarding
Transitions | IFS Transitions
Advisory (Securities)
Onboarding | IFS Onboarding
Transitions | IFS Transitions
Direct to Fund Companies (Securities)
Financial Forms | Laser App
e-Signature | AlphaTrust® e-Sign
Annuities (Insurance)
Order Entry & Suitability | AFFIRM® for Annuities
Order Entry for All Markets | WebDirect
e-Delivery | DocFast®
Life (Insurance)
Order Entry | iGO®
Suitability | AFFIRM® for Life
Agency Relationship Management | Agency Integrator
RIAs
Click for more information
Financial Forms | Laser App
Fund Companies
Click for more information
Financial Forms | Laser App
e-Signature | AlphaTrust® e-Sign
Evolve Platform
Click for more information
Product Directory
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Category: Upcoming Conferences
USA
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Category:
BGA Buzz
Blog
Blogs
Case Studies
Customer Testimonials
Media Coverage
On-Demand Webinars
Press Releases
Upcoming Conferences
Upcoming Conferences
Upcoming Conferences
Monday, June 24 - Tuesday, June 25, 2024
NAFA Annuity Leadership Forum
In-Person for Wealth Management
The Ritz-Carlton | Washington, DC
Join Us There
Upcoming Conferences
Upcoming Conferences
Thursday, July 25, 2024
LIC Marketing and Distribution Virtual Meeting
Virtual for Life and Annuities
Join Us There
Upcoming Conferences
Upcoming Conferences
Thursday, August 22, 2024
American Fraternal Alliance Lunch & Learn
In-Person for Life and Annuities
Sioux Falls Country Club | Sioux Falls, SD
Join Us There
Upcoming Conferences
Upcoming Conferences
Sunday, September 15 - Tuesday, September 17, 2024
LIMRA Annual Conference
In-Person for Life and Annuities
Gaylord Opryland Resort & Convention Center | Nashville, TN
Join Us There
Upcoming Conferences
Upcoming Conferences
Tuesday, September 24 - Wednesday, September 25, 2024
LIC Fall Operations Committee Meeting
In-Person for Life and Annuities
Baltimore Life Companies | Owings Mills, MD
Join Us There
Upcoming Conferences
Upcoming Conferences
Wednesday, October 2 - Thursday, October 3, 2024
NAFA Annuity Distribution Summit
In-Person for Agency and Wealth Management
The Las Colinas Resort | Dallas, TX
Join Us There
Upcoming Conferences
Upcoming Conferences
Wednesday, October 2 - Thursday, October 3, 2024
LIC Fall Technology Committee Meeting
In-Person for Life and Annuities
Desert Botanical Garden | Phoenix, AZ
Join Us There
Upcoming Conferences
Upcoming Conferences
Tuesday, October 15 - Thursday, October 17, 2024
InsureTech Connect
In-Person for Life and Annuities
Mandalay Bay | Las Vegas, NV
Join Us There
Upcoming Conferences
Upcoming Conferences
Thursday, October 31, 2024
LIC Fall Annuity Committee Conference Call
Virtual for Life and Annuities
Join Us There
Upcoming Conferences
Upcoming Conferences
Wednesday, November 6 - Thursday, November 7, 2024
LIC Preneed Forum
In-Person for Life and Annuities
Physicians Mutual | Omaha, NE
Join Us There
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