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
