Have you ever sent up an annuity case to an FMO or carrier only to find out that you missed a signature, that you forgot a certain form, perhaps you accidentally forgot a question on the suitability form, or even worse, you had outdated forms altogether?
Based on the incredibly high numbers of annuity applications that make it to the carrier NIGO (Not in Good Order), I am willing to bet most of you can say “Yes” to this question.
What about mailing out your annuity applications each year? Have you ever looked closely at the amount of money that you have to spend each year just to overnight your applications to the carrier?
We have heard from some advisors who are spending many thousands of dollars each year just on overnight costs alone for their annuity applications!
Well the great news is that we (Retirement Income Network) have a solution that kills both birds with 1 stone! Digital (online) annuity applications.
So just what are digital annuity applications you ask?
To begin, this digital (online) annuity application process isn’t something new. In fact, some of the largest banks, broker dealers, and BD’s have been using it successfully to streamline and facilitate an ease of doing business with them for the last couple of years.
Let me ask you, have you ever lost an annuity case to a large brokerage house or bank? Perhaps part of the reason was the ease of doing business with them digitally. From the feedback and numbers we have seen, clients love this and so do the brokers (as they never have to go back to the client embarrassed and having to ask for another signature or initial somewhere).
Exactly what does this all mean for you? Watch the video, “Digital Annuity Applications” below to find out more and make sure to contact us to get full access to our digital annuity application portals Today!
Check out the full video on Youtube – Digital Annuity Applications: Saving annuity advisors from a Shipload of Problems
Reach out to us today to learn more about the Retirement Income Network.
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Retirement Income Network Office
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Address : 270 17th Street NW, Suite 4601, Atlanta, GA 30363
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