Signal Annuity is designed to supercharge the annuity business for financial advisors by incorporating annuities seamlessly into their planning process. It simplifies operations and aims to drive stronger client outcomes at every stage of the annuity lifecycle. Key functionalities include comprehensive management of licenses and contracts, eliminating the need for multiple portals and ensuring compliance. The platform offers a planning service where experts assist with product selection, case building, and illustration creation, freeing up advisors to focus on strategy. New business submission is streamlined through a unified workflow, reducing friction and errors. Signal Annuity also facilitates smooth book of business transfers and provides inforce policy management to track activity, monitor events, and identify sales opportunities within existing client portfolios. A notable feature is TruePay, which enables commission payouts typically within 24 hours of submission, improving advisor cash flow. The platform provides access to a wide range of carriers and product types, including Fixed, Fixed Index, MYGA, SPIA, Structured, Variable, and DIA annuities, all managed within a single integrated system.

Features & Benefits

• Licensing and Contracting Management: Organizes and updates all licenses, appointments, and contracting in one centralized location to ensure compliance and readiness for business.
• Expert Planning Services: Provides assistance with product recommendations, case building, and compliance logging, allowing advisors to focus on strategy.
• Streamlined New Business Submission: Simplifies the application process from submission to approval, ensuring quick requirement clearance and instant updates to avoid errors.
• Book of Business Transfers: Manages the paperwork, coordination, and tracking for moving client books of business efficiently.
• Inforce Policy Management: Tracks inforce activity and key events to uncover sales opportunities and drive revenue from existing business.
• TruePay for Faster Commissions: Enables commission payouts within 24 hours of submission, enhancing cash flow and flexibility.
• Carrier and Product Access: Offers access to a wide range of carriers and annuity product types within a single platform.