ANNUITY WIZARD
Systematize your Best Interest Process
The RightBRIDGE Annuity Wizard provides Best Interest Validation and a compliance focused process for sales documentation and Reasonably Available Alternatives.
Allows the licensing firm to systematize their firm’s annuity documentation and sales process.
Firms often struggle to show their regulators how they follow their specific policies and procedures. This challenge increases as the size of the firm increases. RightBRIDGE® can help systematize the data and documentation that firm requires for sale review.
ReasonText™
Annuity sales are complex, and a well-documented sale requires a lot of detail. The Annuity Wizard can help financial professionals “show their work” with ReasonText™. ReasonText™ is simple language that explains the intersection of a specific customer case and the features and benefits of the specific product (and rider if applicable) that the financial professional is recommending.
Financial professionals are busy people that are performing many skilled tasks throughout their business day. Often times in the busyness of their day, they leave sales recommendations under documented. ReasonText™ helps these busy professionals provide clear documentation on how their recommended product either fits, or does not fit the customers’ financial situation, preferences, and objectives.
FEATURES
The Annuity Data, Tools, and Reports That You Need.
The Annuity Wizard is a single destination for all things annuity pre-sale.
Best Interest Validation
Validate whether a proposed product meets the firm’s best interest requirements.
Reports
RightBRIDGE Reports show the data that was collected, the selected product (and rider if applicable), Reasonably Available Alternatives and other critical data.
Product Data
Your frim’s complete product shelf, across all annuity types, all in one place.
1035 Exchange Functionality
Compare a proposed exchange product with currently available products. Create the required exchange documentation.
Reasonably Available Alternatives
Choose Reasonably Available Alternatives from a pre-screened list of products that are high confidence alternative products.
Smart Calculators
Sort, filter, and compare products with simple calculator type widgets.
