Financial professional
The solution
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Platform of choice
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Insurance carriers
A single point of access
Financial professional connects to platform of choice.
Single point of access eliminates multiple points of integration with carriers, distribution firms, and other third-party providers.
One place to select annuities from the industry’s best carriers One platform to manage investment accounts and annuities together One portfolio to show investment and protection solutions in the same place One fee to offer clients aggregate billing across all accounts
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