Equity Services, Inc. enhances research and product comparison capabilities with Insurance Technologies’ annuity sales and suitability software, VisibleChoice®.
By Jim Ferrell
COLORADO SPRINGS, CO - November 13, 2012 – Insurance Technologies, LLC, a provider of innovative sales and regulatory automation solutions to the insurance and financial services industries, announced today that Equity Services Inc., a broker-dealer and registered adviser affiliate of National Life Insurance Co., has implemented VisibleChoice®, an annuity sales and suitability solution, for its research and product comparison functionality.
VisibleChoice allows advisors to access and perform side-by-side evaluations of the benefits and features of all market available annuities. With a user-friendly interface and real-time filtering process, VisibleChoice provides Equity Services’ advisors a quick and easy way to search through all annuity products.
The VisibleChoice solution offers extensive up to date product information on variable and fixed-indexed annuities, plus historical information for 1035 Exchange support, making it a unique platform in the industry. VisibleChoice provides a comprehensive system, providing research, comparisons and suitability functionalities to enhance the annuity sales process.
Jeff Wood, Senior Vice President of Business Development at Equity Services said, “Representatives associated with Equity Services know that they can count on us to provide the flexibility and support they need to be successful. A key part of this is our open architecture platform and diverse client solutions. VisibleChoice helps us to solve one of our key challenges. Specifically, it gives the firm and our representatives the ability to efficiently compare and understand the differences between the many annuity products on our platform, as well as others available in the marketplace today."
“Insurance Technologies is thrilled to start our partnership with Equity Services as a VisibleChoice client for our annuity sales solution,” said Steven Acosta, Vice President of Sales, Insurance Technologies. “We place a priority on providing simplified and flexible solutions that comply with industry regulations and aid financial advisors in their day-to-day activities. Here at Insurance Technologies, our goal is to deliver affordable solutions that offer complete functionality.”
About Insurance Technologies (www.insurancetechnologies.com)
Based in Colorado, Insurance Technologies provides innovative sales and regulatory automation solutions to the insurance and financial services industries, supplying carriers, broker-dealers, bankers and advisors the accurate sales tools allowing them more time to develop new sales opportunities. Our product suite manages the sales process across distribution channels thus providing Straight-Through Processing (STP) resulting in more in good order applications. ForeSight™ is a mobile point-of-sale platform that illustrates all business lines across diverse distribution channels. VisibleChoice® is a multi-carrier annuity sales and suitability solution that compares side-by-side product features and benefits thus reducing compliance risk and increasing suitability. FireLight® is a low cost, flexible and easy to deploy device-agnostic e-application business fulfillment platform that automates any existing sales process across all lines of business.
About Equity Services, Inc. (www.equity-services.com)
Equity Services, Inc (ESI) is a broker-dealer firm and registered advisor affiliate of National Life Insurance Company, a diversified financial services company with roots going back to 1848. ESI’s success can be attributed to innovative programs, dedicated personnel, and a broad product portfolio including advisory services structured to be one of the most competitive programs in the industry. With the flexibility of an independent broker-dealer, the support of a diversified financial services group, and the stability of a 164-year-old affiliated company, the financial professionals at ESI have the expertise and resources to help their clients achieve their goals.