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Technology & Resources

It is our priority to provide Financial Planners & Investment Advisors with a full suite of support services with direct access to the most credible technology and tools in the industry

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Annuity Rate Watch

What it is: Product Comparison Software & Quote Engine

  • The most comprehensive fixed and fixed index annuity database in the industry supporting Broker Dealers, RIA, Banks and Carriers

  • Provides extensive product provisions, up-to-date rates, riders and state-specific information that can be easily filtered using an advanced annuity search engine

  • The Income Rider Comparison tool provides a transparent analysis that ranks carriers/products offering the highest income payouts based off your client's specific needs and objectives (age, deferral years, payout options, etc)

  • The SPIA quote engine generates an instant grid of personalized quotes from multiple carriers all at once (hard copy quote direct from the carrier will be sent ensuring that accuracy, compliance issues and timeliness is never in question)

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LUMA Financial Technologies

(Includes FireLight® E-Application)

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  • ​FREE ACCESS provided for appointed producers. Not registered? Call us or send a message to request access.

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  • We've partnered with LUMA's superior technology to give you the tools to elevate your financial services business to the next level. LUMA's financial technology platform helps financial advisors evaluate, track and electronically buy annuities, all in one place. Customized to meet your needs.

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SureLC™ by SuranceBay

What it is: Industry-Leading Online Contracting Platform 

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  • Register Now: Click THIS LINK to access SureLC

  • SureLC™ stands our as the quickest and most user-freindly multi-carrier contracting automation system available. It's designed to simplify your contracting experience, ensuring your information is effortlessly integrated for a smooth process.

 

With SureLC™, you'll benefit from:

  • Time-Saving Auto-Population: Your information is automatically filled in using data from third-party sources, including ClearCert, LIMRA, NIPR, and state licensing databases.

  • 100% Paperless e-Signature Support

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Indexalyzer

What it is: Crediting Method Performance Comparison Tool

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  • The ONLY web-based source that back-tests every known Index Crediting Method that exists today & compiles that data in easy to use reports

  • Uses a 10 year time frame for all back-testing to create a congruent method of analyzing index strategies 

  • If an index does not have enough history and there is no method of back-testing from the index itself, the index will be omitted from the reports

  • Performance numbers are updated monthly utilizing the closing price data and the current carrier rate levels from the first business day of each month

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Research & White Papers

 

  • Offering a variety of content including white papers, case studies and industry data created specifically for Financial Planners and Investment Advisors

  • Access sought-after research from recognized thought-leaders in the industry such as:  Wade Pfau, Ph.D., CFA, Jack Marrion, & Roger G. Ibbotson

  • Gain deeper insight about various topics concerning investor research, fee-based planning ideas, market trends among others

* Please check with your broker-dealer for approvals

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