rEDUCE
COST
iMPROVE eFFICIENCY
Back to top
Why FIDx
It Doesn't Have to Be So Hard
FIDx technology simplifies every step of recommending and writing annuities. While other platforms may excel in one or some of these areas, our Insurance Exchange is the complete solution.
Helping Financial Professionals Grow Their Business
It's a complete solution for researching, facilitating the purchase of, and monitoring annuities integrated with traditional assets.
MORE THAN A PLATFORM
Grow your business while bringing the value of guaranteed income and protection solutions to your clients more easily than ever before.
Scroll down
REQUEST A DEMO
INCREASE REVENUE
Your partner for growth
It's Easier With FIDx
Annuity Insights
News
Financial Professional Portal
Carrier Portal
Annuity Insights
Increase Revenue
Improve Efficiency
Reduce Cost
Virtually eliminate NIGOs
(Not In Good Order)
No more paper with e-delivery and
e-signature for applications and statements
One marketplace for all annuity solutions to research, compare and select
Complete digital end-to-end process with real time compliance and suitability checks
Access to a broad range of long-term client solutions
Easier than ever for more financial professionals to implement annuities into their practice
See how our technology can
fit into a financial professional’s existing business to meet them where and how
they do business.
Built For Them
REQUEST A DEMO
ANNUITIES
Licensing & appointment
Risk Calculator
Fee type
Subaccount options
All financial professional licensing and appointment requirements will need to be reviewed.
Less risk
Annuity $0.00
Mortality & expense fee $0.00
Administrative fee $0.00
Benefit options 0.00%
1
81
100
More risk
Firm requirements:
- Firm in office
Customer service:
- Phone: xxx.xxx.xxxx
- Email: info@website.com
Representatives:
- Contact xxx.xxx.xxxx
- Contact xxx.xxx.xxxx
Total allocation 0%
Model
risk
Tollerance
(1-100)
Model target
MADE
Premium
Annuity Profile
Summary
Annuity Profile
Summary
Annuity Profile
Summary
Annuity Profile
Summary
Ownership type
Contract state
Qualified?
Yes
No
Owner age
Sort
Annuity type
Insurance company
Benefit type
EASY
Validations
Annuitant
E-sign
Review
Type of ownership
Individual
Yes
Joint
Application information
FIDx suitability wizard
Owner
Payment detail
Section I
Section II
Section III
Section IV
Agent
Optional benefits
Premium allocations
Custodian
Corporation/Pension plan
Is the annuitant the same owner?
Home office review
Quarterly performance report
No
Yes
• Bring a broader range of solutions to clients throughout their financial lifecycle
• Easier for more financial professionals to implement protection and income solutions
• Annuity Insights highlights opportunities to improve upon a past purchase
• Consolidate a client’s assets for more holistic management
• One marketplace for all annuity solutions to research, compare and select
• Complete digital end-to-end process with real-time compliance and suitability checks
• Spend less time navigating differences between insurance carriers
• Easily integrate with the carrier’s existing Account Order Entry system
• Virtually eliminate NIGOs, saving operational overhead and costs, and creating a better client experience
• Reduce paper with e-delivery and e-signature for carrier applications
and statements
• Reduce technology fatigue with fewer disparate systems to maintain
WATCH VIDEO
CLOSE
CLOSE
rEDUCE
COST
iMPROVE eFFICIENCY
Back to top
Why FIDx
Annuities Made Easy
From start to finish, FIDx simplifies every step of recommending and writing annuities. While
other platforms may excel in one or some of these areas, FIDx is the complete solution.
Helping Financial Professionals Grow Their Business
FIDx helps financial professionals grow their business while bringing the value of guaranteed income and protection solutions to clients more easily than ever before. Built with the commission-free professional in mind, FIDx is a complete solution for researching, facilitating the purchase of, and monitoring annuities integrated with traditional assets.
MORE THAN A PLATFORM
Grow your business while bringing the value of guaranteed income and protection solutions to your clients more easily than ever before.
Scroll down
REQUEST A DEMO
INCREASE REVENUE
Your partner for growth
MORE
THAN A
PLATFORM
We're your partner.
Annuity Insights
News
Financial Professional Portal
Carrier Portal
Annuity Insights
Increase Revenue
Improve Efficiency
Reduce Cost
Virtually eliminate NIGOs
(Not In Good Order)
No more paper with e-delivery and
e-signature for applications and statements
One marketplace for all annuity solutions to research, compare and select
Complete digital end-to-end process with real time compliance and suitability checks
Access to a broad range of long-term client solutions
Easier than ever for more financial professionals to implement annuities into their practice
FIDx fits into a financial professional’s existing business to meet them where
and how they do business.
Built For You
REQUEST A DEMO
ANNUITIES
Licensing & appointment
Risk Calculator
Fee type
Subaccount options
All financial professional licensing and appointment requirements will need to be reviewed.
Less risk
Annuity $0.00
Mortality & expense fee $0.00
Administrative fee $0.00
Benefit options 0.00%
1
81
100
More risk
Firm requirements:
- Firm in office
Customer service:
- Phone: xxx.xxx.xxxx
- Email: info@website.com
Representatives:
- Contact xxx.xxx.xxxx
- Contact xxx.xxx.xxxx
Total allocation 0%
Model
risk
Tollerance
(1-100)
Model target
MADE
Premium
Annuity Profile
Summary
Annuity Profile
Summary
Annuity Profile
Summary
Annuity Profile
Summary
Ownership type
Contract state
Qualified?
Yes
No
Owner age
Sort
Annuity type
Insurance company
Benefit type
EASY
Validations
Annuitant
E-sign
Review
Type of ownership
Individual
Yes
Joint
Application information
FIDx suitability wizard
Owner
Payment detail
Section I
Section II
Section III
Section IV
Agent
Optional benefits
Premium allocations
Custodian
Corporation/Pension plan
Is the annuitant the same owner?
Home office review
Quarterly performance report
No
Yes
• Bring a broader range of solutions to clients throughout their financial lifecycle
• Easier for more financial professionals to implement protection and income solutions
• Annuity Insights highlights opportunities to improve upon a past purchase
• Consolidate a client’s assets for more holistic management
• One marketplace for all annuity solutions to research, compare and select
• Complete digital end-to-end process with real-time compliance and suitability checks
• Spend less time navigating differences between insurance carriers
• Easily integrate with the carrier’s existing Account Order Entry system
• Virtually eliminate NIGOs, saving operational overhead and costs, and creating a better client experience
• Reduce paper with e-delivery and e-signature for carrier applications
and statements
• Reduce technology fatigue with fewer disparate systems to maintain