Outsourced Insurance Desk (OID)
The Insurance Exchange by FIDx is a complete digital solution for unlicensed financial professionals
Annuity access for all
Becoming an RIA shouldn't limit a financial professional's ability to offer annuities. The Insurance Exchange connects RIAs to fully licensed Outsourced Insurance Desk specialists who can recommend and transact annuities for their clients.
What is an OID?
An Outsourced Insurance Desk (OID) has licensed agents available to assist unlicensed financial professionals (FP) who want to recommend annuity solutions to clients.
When an FP connects with an OID, the OID reviews the client’s goals and risk profile, does the research and makes a recommendation.
The OID does the work to write the contract and is the agent of record. The FP maintains control and management of the asset.