AFFIRM® for Life: Life Insurance Selling Tool

AFFIRM® for Life is iPipeline’s digital solution for streamlining life insurance distribution across broker-dealers, BGAs, and carriers. Its guided, wizard-based experience simplifies the sales process, from initial quote through submission, helping users complete transactions quickly and accurately. Built-in compliance and suitability checks aligned with SEC, FINRA, and state requirements help firms reduce risk and maintain consistency across every transaction. Configurable workflows and standardized validation ensure processes stay controlled without slowing down business. AFFIRM® for Life supports a broad range of products, including term, universal, whole, and variable life, as well as long-term care and disability income. A common data model and seamless third-party integrations enable efficient data exchange, while self-service tools for order management and forms mapping further improve operational efficiency. The result is a more scalable, compliant, and efficient approach to life insurance distribution, designed to support growth without adding complexity.