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.