Experience Reimagined: Elevating Your Product Portfolio with Seamless Annuity Integration

Is your sales process complex, frustrating and time consuming? Unlock the transformative power of reimagining your sales experience for better productivity and business outcomes.

Join us as we delve into how you can elevate your product portfolio and integrate annuities into your business seamlessly and efficiently.

Learn from fellow FSI members as they share success stories of seamlessly incorporating annuity order entry into their ecosystems. Discover how you can leverage existing technology to connect sales experiences, transforming the way your advisors conduct business while ensuring regulatory oversight and compliance. And uncover the benefits of embedded technology that seamlessly integrates annuity e-applications into your advisors’ workflows, saving time and ensuring accuracy and consistency throughout the sales process.

Don’t just imagine but achieve an unparalleled Uber- or Amazon-like experience for annuity sales, where complexities vanish and transactions flow effortlessly. 

Speakers

Mike Couture
Vice President, Strategic Accounts
Hexure

Aaron Runyon, CFP®, RICP®, CLU®
Manager, Annuity and Structured Products Solutions
Avantax

Kristina Walch
Chief Operating Officer
Gradient

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