VisibleChoice® Features
All the features you need in one Annuity sales and research solution.
Be informed and gain competitive advantage with instant access to Variable, Fixed and Fixed Indexed annuity product information and availability to make suitable and compliant sales while decreasing litigation risk, increasing product knowledge and identifying new sales opportunities.
Features:
- Product features and benefits for over 1200 variable, fixed and fixed indexed annuity products
- Products from over 282 carriers
- Supports FINRA Rule 2330
- Client focused recommendations
- Principal review and approval
- Training
- Supervision
- Lipper Underlying VA Fund Facts Sheets
- Multiple side-by-side comparisons
- Supports 1035 Exchange contract comparison
- Product information updated daily – No downloads required
- FINRA reviewed reports
- Flexible search and filter options
- AnnuitySelect™ - Search by multiple product features
- BenefitSelect™ - Search by multiple benefit features
- Specify Annuity - Manually select by Annuity name
- A.M. Best carrier ratings
- SalesDeskConnect™
- Built-in Financial and Risk Tolerance questionnaires
- Electronic audit trail
- Management reports
- CRM/order entry integration
“Kovack Securities found a true partner in Insurance Technologies and their VisibleChoice product. We believe it will make a tangible difference to a client’s understanding of the details of products they own or may own.”
-Brian Kovack,
President of Kovack Securities
5/18/2008
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