Tag: annuity

USA
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Blogs
7 Powerful Reasons Why e-Delivery is Critical in Annuity Sales
DocFast®, iPipeline®’s e-Delivery solution, allows you to transform the manual document delivery process into a secure, swift, and seamless online document delivery experience.
By iPipeline
July 2, 2024
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.
By iPipeline
March 29, 2024
Media Coverage
iPipeline Launches OneView for Agents to Speed up Annuity Sales
Life Annuity Specialist*

*Subscription may be required to read entire article.
By iPipeline
March 22, 2024
Media Coverage
Fintech iPipeline Unveils Annuity Order Tracker
InvestmentNews
By iPipeline
March 18, 2024
Media Coverage
Conquering The Frustrations That Come With Annuities
Financial Advisor
By iPipeline
October 16, 2023
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
By iPipeline
October 5, 2023
Media Coverage
Jackson Rolls Out New RILAs
Financial Advisor
By iPipeline
June 7, 2023
Media Coverage
Annuity Applications Jump in Quarter, Capping Off a Record Year
Life Annuity Specialist*

*Subscription may be required to read entire article.
By iPipeline
February 3, 2023
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