Private Wealth

Life Annuity Specialist

As a financial services professional, clients come to you looking for a professional experience. They expect you to be organized and precise - especially if you are handling their financial futures. But do you have the tools you need to give your clients the experience they want? Filling out financial forms is an essential part

We recently asked our customers what trend they were seeing in the insurance and financial services industry, and they overwhelmingly replied that it is the demand for a customer centric business model. But what does that mean? When asked, one customer responded that customer centricity is all about the ease of doing business. To become

Private Wealth

Earlier this year, annuity sales hit the highest quarterly sales mark -- ever -- with an increase of 22 percent to more than $77 billion. That’s nearly $9 billion more than the previous record set during 2008’s Great Recession.* So, if sales of annuities are through the roof, why are they still so complex to

Broker World

In today’s business environment, data is the new currency. The industry leaders of today are the data-driven companies. Their leaders recognize the impact that data has on maximizing operational efficiencies, better managing risk, providing better customer service, identifying market trends and conditions, and driving innovation—all while driving more premiums and setting your company up for unlimited

Here's how Advisors Excel increased their premium by $1.2M in 12 months... They know when their case managers haven't touched the case in 4 days They know when trending business begins to decline – so they can quickly investigate and take real-time action They know what their real cycle time is with carriers They know which