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Position & transaction-level data feed for annuity solutions

Integration

Product Discovery Tools seamlessly integrated into your platform

Experience

Enhance your customer experience with new insights

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Powerful data

Get our daily feed of asset and transaction-level data for insurance solutions―a powerful tool to improve customer retention and grow AUM.

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Seamless integration

Enhance the client experience, improve retention and deliver better outcomes by integrating our Product Discovery Tools into your platform.

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Guarantees are based on the financial strength of the issuing company. An investor should carefully consider the investment objectives, risks, charges and expenses of the investment before investing or sending money.
Not a deposit | Not FDIC or NCUSIF insured | Not guaranteed by the institution | Not insured by any federal government agency | May lose value
*How Retirement Planning Needs to Change in 2021 – David Blanchett, Michael Finke, David Lau, Wade Pfau, January 9, 2021, MarketWatch