Annuity Research Capabilities Enhanced With Annuity Sales And Suitability Software
VisibleChoice provides Crowell Weedon’s financial advisors with industry leading research capabilities that enable more informed investment recommendations. The VisibleChoice platform allows financial advisors to quickly sort through annuity products, provide a holistic look across multiple carriers’ annuity offerings and generate side-by-side comparisons of complex benefits and features that are easily accessible through their existing workstation portal.
VisibleChoice delivers a simplified, streamlined technology solution to process annuity transactions and provide access to comprehensive information related to carriers’ products, costs and features to assist Crowell Weedon’s financial advisors in making suitable product recommendations. VisibleChoice consolidates the documents and forms process into an easy-to-follow workflow, which helps financial advisors to complete the necessary steps in an annuity transaction and eliminates the need for continual back and forth correspondence between the financial advisor and home office.
With increasingly strict suitability regulations around new annuity sales, VisibleChoice’s integrated suitability and electronic audit trail offers
“Insurance Technologies is excited to welcome
“VisibleChoice has streamlined our annuity processing and eliminated a number of deficiencies generally discovered during the review process,” said
About Insurance Technologies (www.insurancetechnologies.com)
Crowell, Weedon & Co. is a Regional Broker-Dealer located in Southern
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