Solution introduction
The RightBRIDGE® Annuity Wizard helps financial professionals determine which annuities available on their product shelf are best suited to meet their clients’ needs, objectives and preferences
The Annuity Wizard was designed to help financial professionals efficiently evaluate their annuity product shelf and match product features and benefits to their customer’s needs and preferences
The Annuity Wizard also makes an excellent pairing with any order/entry system. When combined with an order/entry system, the Annuity Wizard has been shown to reduce Not In Good Order annuity submissions and speed up the rate at which annuity business processes. Another benefit, to the Annuity Wizard is to help financial professionals by incorporating firm policies and procedures into the RightBRIDGE rules engine. Effectively, this provides “guardrails” that makes following firm policies and procedures much more manageable. The Annuity Wizard can also provide a compliant structure for selecting and documenting Reasonably Available Alternatives at the product level.
