AFFIRM for Life enables customized compliance review by regulated financial institutions with integration to validate license and appointment status for advisors.

Benefits of collaborative selling
The entire industry benefits from AFFIRM for Life and a collaborative selling approach. It expands carriers’ distribution of insurance products significantly by allowing financial advisors to confidently and compliantly sell life insurance to their clients. It enables our BGA partners to diversify, open a new line of business and drive incremental revenue. It gives financial advisors a simple, repeatable, controlled process for selling life/health insurance to their clients. It provides complete compliance with FI regulations and oversight to look at the case throughout the entire process.

Sell more, faster, with efficiency
There is always a need to expand business and increase revenue. AFFIRM for Life presents a unique and exciting opportunity for carriers, distributors and financial institutions to do both of these things. It equips advisors to confidently sell life and health products by giving them electronic access to carriers products, enabling them to select the best fit for clients and initiate an application in real-time, immediately. The whole process is transparent and flexible to meet the process and compliance needs of everyone in the sales process.

Eliminate all the risk
Financial advisors are very protective of their clients – as they should be. With AFFIRM for Life, advisors can expect a fully compliant, accurate, controlled, simple process for protecting their clients with life and health insurance. It gives advisors access to hundreds of life and health insurance products, the experience of BGAs and/or call centers for fulfillment and insight into the process so they can communicate expectations with clients and the ease of processing life and health insurance electronically.