From product availability, easy product comparison and carrier market
ratings to built-in risk tolerance questionnaires, FINRA reviewed
reports and management reports, VisibleChoice® is the single annuity
sales and research tool your company and Advisors need to realize
greater efficiencies, cost savings, and increased suitable sales and
productivity.
Benefits:
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Benefits for Carriers, Broker Dealers & Banks:
- Easy compliance with FINRA 2330 suitability regulations as well as
upcoming FINRA Rules 2090 and 2111
- Decreases reputational risk and litigation risk with more compliant and suitable sales
- Increases Advisors sales efficiency and productivity with flexible comparison and filter options that best fits
Advisor selling practices.
- More time selling and less time researching
- Educates advisors on the breadth of product offerings and availability on a single sign-on and “key-once data entry” system
- Manages and streamlines the sales process with back office processing system integration
- Provides customer insight through comprehensive management reports
- Positions enterprises to improve product offering decisions
- Simplified evaluation using a paperless review process including full audit trail
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Benefits for Advisors:
- Provides comprehensive research capabilities with instant access to over 1200 Variable, Fixed and
Fixed Indexed annuity products on one system
- Builds customer confidence with FINRA reviewed Annuity Summary report
- Up-to-date product information, market availability and carrier ratings
- Fast product selection capabilities to expedite sales
- Saves valuable selling time with straightforward user-friendly system with step-by-step Advisor workflow
- Increases sales efficiency and productivity with flexible comparison and filter options that best fit user selling practices
- Easy “Filter for Fit” to meet client needs
- Decreases reputational risk and litigation risk with more compliant and suitable sales
- Paperless review process for faster submission
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"VisibleChoice™ is very comprehensive and user friendly. Currently, all our reps that sell Variable Annuities are required to use VisibleChoice™. The annuity reports that VisibleChoice™ provides is proving very helpful in our supervisory review of the sales and exchanges of Variable Annuities. Working with Insurance Technologies has been a very positive experience. They are very responsive and easy to work with".
- Katherine Flouton,
Purshe Kaplan Sterling Investments
5/24/2010
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