We work with insurance carriers to manage their pricing and illustrations on our platform so that we can accurately and efficiently distribute that information to multiple parties on their behalf. In return, distributors and service providers need only go to one source for up-to-date guarantees and illustrations to support their sales and service processes.
- The Income Annuity Exchange supplies comparative quotes and illustrations to distributors and services providers in support of their point of sales and compliance for SPIA, DIA and QLAC.
- The service can also be integrated with other third party processes and applications to help improve the efficiency and effectiveness of an Income Annuity transaction. These third party applications include tools for planning, sales, compliance as well as straight thought processing (STP).
- We also provide historical and current quote data to support the research and market intelligence needs of our clients.