We know that technology is only effective if it can make you more efficient, we are as focused on the integration of data and software as we are on the actual technology. That means less duplication of effort and more time building your business.
No matter what path you choose, technology plays a role throughout the entire process for today’s financial professional, from prospecting to plan implementation and ongoing service.
Open architecture platform with sophisticated technology that gives you the infrastructure you need to operate your fee-based management practice.
Access client information anytime, anywhere, get notified as business processes and runillustrations – all from your mobile device.
Focused on improving productivity, we have introduced e-App for many of our life and annuity products. This offers agents a tool that helps complete apps in good order, resulting in fewer follow-up visits with clients.
Introduced January 23, 2017, this program represents a seismic shift in underwriting lifeinsurance.