ESI continues to invest in technology designed to make it easier to do business. The latest addition to our technology ecosystem, RightBRIDGE Annuity Wizard, coming October 12th, can help simplify the annuity sales process — from identifying potential solutions to moving business through submission.
Find the right fit, faster
RightBRIDGE Annuity Wizard helps you identify annuity products that align with a client’s needs and objectives across ESI’s approved product shelf, including fixed, indexed, variable and RILA annuities.
Rather than navigating products and processes separately, Annuity Wizard brings more of the experience together in one streamlined workflow.
With Annuity Wizard, you can:
- Simplify product matching across ESI’s approved annuity shelf based on client needs and objectives.
- Save time on data entry with simplified annuity disclosure form.
- Streamline processing through integration with Docupace.
- Move business forward more efficiently with a guided workflow designed to support the way you already work.
- Access integrated training and support to help you get started and make the most of the technology.
More reasons to give it a try
ESI is covering the cost of Annuity Wizard, making the tool available to financial professionals at no charge.
And there’s another benefit: when you use Annuity Wizard, ESI will waive applicable NIGO fees associated with that business.
Use of Annuity Wizard is not currently required, but ESI strongly encourages financial professionals conducting annuity business to take advantage of the platform and its streamlined workflow.
Ready to get started?
The RightBRIDGE Annuity Wizard tool will be available on the agent portal starting October 12th.
Say yes to a smarter, simpler way to do annuity business.