Technology

Rate Engine. AnnuitySpecs is a one stop shop for all of your product info needs – providing you with the tools to learn available Fixed and Fixed Indexed Annuity products inside and out. Stay updated with interest rates, agent commission rates, new annuities being introduced to the market as well as those being retired.

Check with your broker-dealer for a complete list of product approvals.

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SPIA Illustrations. With Cannex, run and compare quotes for Single Premium Immediate Annuities and Deferred Income Annuities for multiple insurance carriers on demand. You will gain access to detailed carrier illustrations as well as comparison quotes for available products.

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Online Appointment. All of your contracting and licensing responsibilities can now be done quickly and completely online through SureLC. SureLC is a secure multi-carrier contracting portal, making hand-filled paperwork a thing of the past. You can also easily obtain or renew state licenses, as well as apply directly to multiple states for new licenses or renewals in a matter of minutes.

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Online Client Applications. You can easily take electronic client applications with FireLight. This user-friendly system helps to enhance your client's experience, even on mobile devices. E-apps eliminate NIGO issues and cut processing times - faster processing means faster commission for you.

SFD understands not all broker-dealers have this technology approved for agent use. Check with your BD for approval.

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Forms. When electronic applications and contracting are not an option, use iPipeline FormsPipe to download up-to-date client applications and agent contracting for the available carriers through SFD. iPipeline compiles all necessary forms for your parameters and packages them in one manageable PDF.

Coming Soon!

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