Don’t Just Take Our Word.
Scott Sheffer
CEO, Carnegie Wealth Management
Complete Suite of Services
The Insurance Exchange allows us to deliver a complete suite of services to our clients.
Aaron Runyon
Manager, Annuity Solutions and Structured Products, Avantax
Take Annunities to the Next Level
The Insurance Exchange is going to take annuities to the next level. They're going to be seen as just another part of the portfolio, another solution that can be integrated with all the other tools they're using.
Brock Scheck
SVP of InsurTech Partners and Platforms, Global Atlantic
Reach More Consumers
The Insurance Exchange can help us reach more consumers and more financial professionals as we move forward. (IX) seamlessly connects all the platforms they’re using today, allowing us, the carrier, to meet them where they do business.
Dan Gutman
Vice President, Platform Strategy, Prudential
Easier Experience
The annuity industry is ripe for disruption. The Insurance Exchange makes the experience easier for advisors, meeting them where they are and working with how they already do business today.