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Talk to us now

1 • 800 • 720 • 3504

  • Annuity Switchboard

    Annuity Switchboard

    ONLY source for 100% carrier certified product and rate information
  • Carrier Benefits

    Carrier Benefits

    Easily manage, control, and launch new products while supporting the sales and compliance efforts of your distribution partners
  • Distributor Benefits

    Distributor Benefits

    Improve workflow and your field supervision process, while gaining a unique insight
  • Compliance Suitability Support

    Compliance Suitability Support

    Be better positioned to respond to changes in the regulatory environment

Overview

Throughout the years the annuity industry has become significantly more complex at both the product and regulatory level.
While a source of reliable data is important to an annuity carrier’s product and sales development, its critical to your distribution partners day to day operations.Beacon Research is proud to offer Annuity Switchboard, a unique approach to managing the universe of products currently available, ensuring that your distribution partners have access to 100% carrier certified product and rate information to support their sales and compliance efforts.This is accomplished through the implementation of proprietary process that requires participating annuity providers to log in to the ANNNUITYSWTICHBOARD interface and certify that their specific product and rate information is accurate. The end result is database containing 100% carrier certified information that can be comfortably relied on to support your field supervision / compliance and sales efforts. For more information regarding Annuity Switchboard or to schedule an online tour contact us at: (847) 386-2192 or [email protected]

Distributor Benefits

Annuity Switchboard supports your annuity sales and distribution by helping to
  • Ensure that all broker dealer compliance / suitability decisions are being made with the most accurate and current product and rate information available
  • Comply with upcoming best interest requirements
  • Populate compliance and order entry documentation from one single data source
  • Monitor quote and sales activity across all switchboard distributors / carriers

Carrier Benefits

In addition to supporting your distribution partners efforts, there are numerous carrier benefits, including the ability to:
  • Manage all custom / proprietary product offerings (i.e. suppress features / rates) for each Switchboard distributor
  • Control the jurisdictions that each product is offered
  • Easily update and verify product information
  • Reduce NIGO’s

Compliance Suitability Support

Annuity Switchboard also better positions your distribution partners to respond to changes in the regulatory environment (i.e. NAIC, SEC, Reg 187, etc.) while maintaining the visibility of your company’s products on their platform. In addition, Switchboard also supports the following field supervision tools:
  • Sales Disclosure Report
  • Exchange Disclosure Report
  • Fee Comparison Report
  • Multi-State Compliance Tool

About Us

 

Beacon Annuity Solutions was founded in 1998


Premier provider of research and sales support tools


100 years of combined annuity industry experience


Maintains relationships with the top annuity product manufacturers


Offers the most comprehensive and accurate product and sales data


Offers the most comprehensive and accurate product and sales data


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Annuity Switchboard
790 W. Frontage Rd. | # 335
Northfield, Illinois 60093

1 • 847 • 864 • 5447
[email protected]

Copyright © Beacon Annuity Solutions, LLC.