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Leveraging VisibleChoice™ leads to an expansion in multiple improvements delivered across all of your selling agreements.
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- Understand clients’ needs: Fully understand and document their risk
tolerance levels and use this information to create suitable investment
solutions.
- Deliver comprehensive advice: Select and compare products, ensure
pre-application information is “in good order” and create illustrations
on-demand so clients can make informed decisions.
- Be compliant-ready: Submit applications electronically that are fully
compliant and avoid any potential manual mistakes.
- Ensure suitability: Alert the advisor of any suitability
discrepancies or requirements based on the recommended products.
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Here are 6 Key Benefits of VisibleChoice™ to help you generate a greater number of
“in good order” annuity sales at a lower cost than manual, paper-based systems:
1. Effectively
identify products that best suit your client’s
needs.
2. Increase productivity of your sales force through advanced
multi-carrier product comparisons.
3. Provide consistency across operations and
shorten sales cycles.
4.
Reduce risk relative to suitability rules and more effectively
close sales.
5.
Easily integrate with applications such as CRM, New Business
Acquisition and Administration.
6. Provide an
annuity selling solution without the requirement to
deploy, host and maintain an application internally.
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 VisibleChoice™ simplifies the sales process for the advisor and dramatically reduces the steps required to produce a proposal where an advisor may be affiliated with multiple insurance companies.
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