Purshe Kaplan Sterling Investments Selects Insurance Technologies’ VisibleChoicetm As Its Annuity Sales Platform To Help Investment Executives Accelerate Their Annuity Sales While Staying Compliant - Insurance News | InsuranceNewsNet

InsuranceNewsNet — Your Industry. One Source.™

Sign in
  • Subscribe
  • About
  • Advertise
  • Contact
Home Now reading Newswires
Topics
    • Advisor News
    • Annuity Index
    • Annuity News
    • Companies
    • Earnings
    • Fiduciary
    • From the Field: Expert Insights
    • Health/Employee Benefits
    • Insurance & Financial Fraud
    • INN Magazine
    • Insiders Only
    • Life Insurance News
    • Newswires
    • Property and Casualty
    • Regulation News
    • Sponsored Articles
    • Washington Wire
    • Videos
    • ———
    • About
    • Meet our Editorial Staff
    • Advertise
    • Contact
    • Newsletters
  • Exclusives
  • NewsWires
  • Magazine
  • Newsletters
Sign in or register to be an INNsider.
  • AdvisorNews
  • Annuity News
  • Companies
  • Earnings
  • Fiduciary
  • Health/Employee Benefits
  • Insurance & Financial Fraud
  • INN Exclusives
  • INN Magazine
  • Insurtech
  • Life Insurance News
  • Newswires
  • Property and Casualty
  • Regulation News
  • Sponsored Articles
  • Video
  • Washington Wire
  • Life Insurance
  • Annuities
  • Advisor
  • Health/Benefits
  • Property & Casualty
  • Insurtech
  • About
  • Advertise
  • Contact
  • Editorial Staff

Get Social

  • Facebook
  • X
  • LinkedIn
Annuity News
Newswires RSS Get our newsletter
Order Prints
May 25, 2010 Newswires
Share
Share
Post
Email

Purshe Kaplan Sterling Investments Selects Insurance Technologies’ VisibleChoicetm As Its Annuity Sales Platform To Help Investment Executives Accelerate Their Annuity Sales While Staying Compliant

By Paul Feldman InsuranceNewsNet

COLORADO SPRINGS, Colorado, May 24, 2010 — Insurance Technologies LLC, the premier provider and industry innovator in the creation of product comparison, compliance, suitability and point-of-sale software for the insurance, financial services and brokerage industries, today announced the successful implementation of the VisibleChoice™ annuity sales platform for Purshe Kaplan Sterling Investments (PKS Investments).

After performing due diligence on a number of vendors to be able to provide a side-by-side comparison for Variable Annuity exchanges, PKS Investments chose Insurance Technologies’ VisibleChoice™ as it’s annuity sales solution provider. The deciding factors in their decision to select VisibleChoice™ were; its built-in compliance and suitability features, its ability to deliver quick, comprehensive Annuity product information including all carrier product details such as costs, riders, benefits, etc. Affordability was also a compelling factor in their decision.

The VisibleChoice™ sales & compliance platform enables Investment Executives to select and compare multiple annuity products at once, create compliant illustrations and recommend the annuity that is best-suited for their client’s needs. With one summary view within VisibleChoice™, Investment Executives can compare product features such as income benefits, share classes, withdrawal benefits and illustrative results.

“VisibleChoice™ is very comprehensive and user friendly. Currently, all our reps that sell Variable Annuities are required to use VisibleChoice™. The annuity reports that VisibleChoice™ provides is proving very helpful in our supervisory review of the sales and exchanges of Variable Annuities” said Katherine Flouton, COO, Purshe Kaplan Sterling Investments. “Working with Insurance Technologies has been a very positive experience. They are very responsive and easy to work with.”

“We are very pleased with the success of the Purshe Kaplan Sterling Investments’ production roll-out of our VisibleChoice™ platform to their Investment Executives. Purshe Kaplan Sterling Investments dedication in making VisibleChoice™ an integral step in their rep’s selling routine really emphasizes the benefits of this solution,” said Steven Acosta, Vice President Sales for Insurance Technologies, “By launching VisibleChoice™, we feel that it will help Distribution firms meet the suitability requirements that FINRA has imposed. Without adding unnecessary steps or laborious processes, VisibleChoice™ allows a firm to provide tools that allow the Investment Executives to quickly run annuity product comparisons, identify why a particular annuity sale or exchange is suitable for their client, produce compliance & suitability documents and submit the business - all within one easy to use platform.”

About Purshe Kaplan Sterling Investments www.pksinvest.com

With offices in over 100 cities throughout the country, Purshe Kaplan Sterling Investments is an Albany, New York-based firm, which truly has a local presence and a national reach. PKS is a FINRA registered broker/dealer with access to every major Investment Company and hundreds of Variable Annuity products and access to some of the top professional money managers in the country.

About Insurance Technologies - www.insurancetechnologies.com

Based in Colorado Springs, Colorado, Insurance Technologies LLC offers point-of-sale illustration software to the insurance and financial services industries. Insurance Technologies award-winning product, ForeSight™, supports all product types, including Life, Annuities, Critical Illness, DI, and LTC – all on a single mobile platform. Our latest innovation VisibleChoice™ is a multi-carrier annuity sales platform designed to leverage multiple annuity products and features. Together, they improve point-of-sale effectiveness and help close more sales quickly.

For more information, and/or a copy of the complete release contact:

Keri Atkins
Inside Sales
1-719-442-6400
[email protected]

Paul Feldman

Older

Media Advisory: NAIC To Hold Public Hearing On Stranger Originated/Owned Annuities

Newer

Kamakura Reports Decline in Corporate Credit Quality in May: Kamakura Troubled Company Index Jumps 0.84% to 10.30%

Advisor News

  • Health-related costs are the greatest threat to retirement security
  • Social Security literacy is crucial for advisors
  • The $25T market opportunity in mid-market and mass-affluent households
  • Advisors must lead the policy risk conversation
  • Gen X more anxious than baby boomers about retirement
More Advisor News

Annuity News

  • CT commissioner: 70% of policyholders covered in PHL liquidation plan
  • ‘I get confused:’ Regulators ponder increasing illustration complexities
  • Three ways the Corebridge/Equitable merger could shake up the annuity market
  • Corebridge, Equitable merge to create potential new annuity sales king
  • LIMRA: Final retail annuity sales total $464.1 billion in 2025
More Annuity News

Health/Employee Benefits News

  • PALLONE SOUNDS ALARM AS TRUMP ADMINISTRATION LAUNCHES FURTHER ATTACKS ON ABORTION COVERAGE IN NEW JERSEY
  • With Minneapolis medical center's survival threatened, staff and leaders call for state action
  • Harriet Tubman quote vote; Health insurance drop; PHL checkpoints open | Morning Roundup
  • Losing Health Coverage Due to Trump Cuts? Your Guide on 'Essential Plan' Changes
  • Aflac overcharging Virginians, SCC finds
More Health/Employee Benefits News

Life Insurance News

  • Aflac overcharging Virginians, SCC finds
  • Virginia orders rate cuts for Aflac policies
  • QANDA WITH OBI BOARD CHAIR JUSTIN DELANEY
  • Aflac to cut rates for Virginia policyholders after SCC findings
  • Greg Lindberg ordered to pay $1.6 billion to insurers he defrauded
More Life Insurance News

- Presented By -

Top Read Stories

More Top Read Stories >

NEWS INSIDE

  • Companies
  • Earnings
  • Economic News
  • INN Magazine
  • Insurtech News
  • Newswires Feed
  • Regulation News
  • Washington Wire
  • Videos

FEATURED OFFERS

Protectors Vegas Arrives Nov 9th - 11th
1,000+ attendees. 150+ speakers. Join the largest event in life & annuities this November.

An FIA Cap That Stays Locked
CapLock™ from Oceanview locks the cap at issue for 5 or 7 years. No resets. Just clarity.

Aim higher with Ascend annuities
Fixed, fixed-indexed, registered index-linked and advisory annuities to help you go above and beyond

Unlock the Future of Index-Linked Solutions
Join industry leaders shaping next-gen index strategies, distribution, and innovation.

Leveraging Underwriting Innovations
See how Pacific Life’s approach to life insurance underwriting can give you a competitive edge.

Press Releases

  • RFP #T01525
  • RFP #T01725
  • Insurate expands workers’ comp into: CA, FL, LA, NC, NJ, PA, VA
  • LifeSecure Insurance Company Announces Retirement of Brian Vestergaard, Additions to Executive Leadership
  • RFP #T02226
More Press Releases > Add Your Press Release >

How to Write For InsuranceNewsNet

Find out how you can submit content for publishing on our website.
View Guidelines

Topics

  • Advisor News
  • Annuity Index
  • Annuity News
  • Companies
  • Earnings
  • Fiduciary
  • From the Field: Expert Insights
  • Health/Employee Benefits
  • Insurance & Financial Fraud
  • INN Magazine
  • Insiders Only
  • Life Insurance News
  • Newswires
  • Property and Casualty
  • Regulation News
  • Sponsored Articles
  • Washington Wire
  • Videos
  • ———
  • About
  • Meet our Editorial Staff
  • Advertise
  • Contact
  • Newsletters

Top Sections

  • AdvisorNews
  • Annuity News
  • Health/Employee Benefits News
  • InsuranceNewsNet Magazine
  • Life Insurance News
  • Property and Casualty News
  • Washington Wire

Our Company

  • About
  • Advertise
  • Contact
  • Meet our Editorial Staff
  • Magazine Subscription
  • Write for INN

Sign up for our FREE e-Newsletter!

Get breaking news, exclusive stories, and money- making insights straight into your inbox.

select Newsletter Options
Facebook Linkedin Twitter
© 2026 InsuranceNewsNet.com, Inc. All rights reserved.
  • Terms & Conditions
  • Privacy Policy
  • InsuranceNewsNet Magazine

Sign in with your Insider Pro Account

Not registered? Become an Insider Pro.
Insurance News | InsuranceNewsNet