It Doesn't Have to Be So Hard
From start to finish, Insurance Exchange by FIDX simplifies every step of recommending and writing annuities. While other platforms may excel in one or some of these areas, this is the complete solution.
Seamless integrations with financial planning tools and software to simplify income planning conversations
Research annuity carriers and solutions with always up-to-date information. Quickly and easily compare product features and benefits
Product rules, rider and subaccount selections, carrier illustrations, and real-time licensing and appointment checks reduce NIGOs and improve the experience
End-to end electronic application processing, including suitability packet, e-signature, and home office review queue
Manage in-force transactions like fund allocations, subsequent premiums, and distributions
Annuity Insights provide valuable information on upcoming events, conversation opportunities, and daily valuations
Helping Financial Professionals Grow Their Business
Insurance Exchange brings the value of guaranteed income and protection solutions to clients more easily than ever before. Built with the commission-free professional in mind, it's a complete solution for researching, facilitating the purchase of, and monitoring annuities integrated with traditional assets.
Built For You
See how Insurance Exchange can fit into a financial professional’s existing business to meet them where and how they do business.
- Access to a broad range of long-term client solutions
- Easier than ever for more financial professionals to implement annuities into their practice
- One marketplace for all annuity solutions to research, compare and select
- Complete digital end-to-end process with real time compliance and suitability checks
- Virtually eliminate NIGOs (Not In Good Order)
- No more paper with e-delivery and e-signature for applications and statements