Annuity Selection Process
We are pleased to announce the release of a new feature that allows agents to star annuities from all tools and save them to the current client's profile.
That way you can select annuity candidates and work with them closely to select the most suitable annuity for the client.
All saved annuities immediately appear in the profile page of the client.
For each starred annuity you can quickly print a brochure and a PDF summary, illustrate the annuity calculations and return to the tool where the annuity got a star.