Easily manage all pre-, at-, and post-sale activities through one intuitive platform. IX’s smart technology catches errors early, helping virtually eliminate NIGOs.
Save time opening and tracking annuities digitally, eliminating the need to complete manual paperwork or use multiple platforms.
Enjoy a streamlined experience while accessing a wide range of annuity products and tools that help you address the needs of your clients.
A Complete Annuity Ecosystem
Insurance Exchange users no longer need to work across multiple systems to ensure they’re bringing the best possible solution to their clients. With IX, it’s all in one place, on one platform.
- Financial professionals can harness essential data, tools, and educational resources to grow and manage their brokerage and/or fee-based annuities business.
- Wealth management firms benefit from operational efficiencies and home office controls over compliance and suitability rules.
- Insurance carriers and distribution firms gain opportunities to streamline and scale distribution.
A Diverse Set of Carriers & Products
The Insurance Exchange is home to some of the most well-known insurance companies in the industry.* IX is a catalyst for growth, helping the industry scale efficiently and find new avenues of distribution for for fixed, fixed indexed, structured (RILAs), and variable annuities.
Annuity Access for All
Outsourced Insurance Desks (OIDs) bring annuities to unlicensed financial professionals.
Moving to an RIA or fee-only model shouldn’t limit a financial professional’s ability to offer annuities. The Insurance Exchange connects RIAs to fully licensed OID specialists who can recommend and transact annuities for their clients.
Education & Insights
Fixed Indexed Annuity
Structured Annuities 101
MVA Video
Don’t Just Take Our Word.
Scott Sheffer
CEO, Carnegie Wealth Management
Aaron Runyon
Manager, Annuity Solutions and Structured Products, Avantax
Brock Scheck
SVP of InsurTech Partners and Platforms, Global Atlantic
Dan Gutman
Vice President, Platform Strategy, Prudential
Transform Your Annuities Business Today!
Contact the Insurance Exchange team to get started.
