If you are like most producers you are always looking for better ways to do business. AFFIRM for Annuities allows you to quickly and easily submit your annuity orders electronically. The platform offers both fill and print along with eSubmit and eSignature options giving you the ultimate in flexibility. Make sure you ask your Broker Dealer or Brokerage Agency about AFFIRM for Annuities and how you can participate today!
Fast – Flexible – FREE!
That's right, AFFIRM for Annuities is fast, flexible, and free. It takes only a few minutes to get your order completed. Its flexible in that you have options to meet your goals and your customer's needs. Best of all its FREE! There is no cost to you as a producer to use AFFIRM for Annuities.
Features
- Supports both fixed and variable product
- Contains all of the required carrier and broker dealer forms
- Fully compliant that allows for 100% in good order transactions
- Integrates with Aplifi's I-Relay CRM platform for easy transition of data
- Full reporting and audit tracking
What Are Your Peers Saying?
"I submit all my annuity orders through AFFIRM for Annuities and love it! The system is easy to use and helps me ensure that I get all of the right forms, meet suitability requirements, and shortens my response times. I wouldn't use anything else."
- John K., Cross Financial Associates
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