Submitting business, streamlined
When you're ready to incorporate an advisory annuity into a client's portfolio, follow these three steps to streamline the process:
1. Integrate your CRM system to easily import client information
2. Complete the annuity application with QuickApp, our electronic application system designed exclusively for RIAs
3. Select e-delivery and have the annuity contract delivered right to your inbox within 24 hours of being activated.
Please log in or create an account to get started.
When you’re ready to add advisory annuities to your offerings, we have a team of experts ready to assist.
