Tag: Adam Ducorsky

USA
Category:
Blogs
How to Successfully Navigate the Challenges of Annuity Order Tracking: Empowering Financial Advisors and Agents
Introducing OneView™, a breakthrough solution that seamlessly tracks the progress and status of clients’ annuity orders – in real time.
Media Coverage
iPipeline Launches OneView for Agents to Speed up Annuity Sales
Life Annuity Specialist*

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Media Coverage
Fintech iPipeline Unveils Annuity Order Tracker
InvestmentNews
Press Releases
New iPipeline Technology Enables the Financial Industry to Seamlessly Track the Status of Clients’ Annuity Applications–in Real-Time
With OneViewTM, iPipeline launches the first status tracker in the industry for the annuity application process.
BGA Buzz
BGA Buzz: Q3 2023 Issue
A Perfect Annuity Sales Storm The current economic environment has created a perfect storm for record-level growth in the annuity market. As interest rates continue to be unpredictable and the potential of a recession looms, retirement investors are looking for safe, short-term investments. On iPipeline’s AFFIRM® platform, we have seen record annuity sales so far
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