Expands the offerings an unlicensed financial professional can
make while keeping assets under their fiduciary control.
Knowledgeable, licensed professionals
Low cost, commission-free solutions
No need for a financial professional to maintain an insurance license
or broker/dealer affiliation to write annuities.
Insurance Exchange (IX) integrates directly into your
wealth management dashboard.
One end-to-end platform for managing the contract
throughout its lifecycle.
View annuity assets as part of client’s overall asset allocation.
Why use an OID?
The advantage
![](https://media-s3-us-east-1.ceros.com/fidx/images/2023/03/12/0961147b0c29cc5cffef0215376bc83a/ix-insuranceexchange-logoofficial-03.png)