Annuity
EIM serves the needs of financial professionals that specialize in annuities. At EIM, we've made it our goal to provide the tools and services that will enable broker-dealers and independent partner agencies accomplish their annuity business objectives. We offer annuity products through financial institutions and independent broker-dealers, so we are familiar with their cultures and follow their marketing standards. We operate in the best interests of our financial professionals and their clients, providing personalized service. You will gain access to breakthrough products, balanced intelligent case design, and first-class operational help by collaborating with EIM. Our aim is to be your go-to annuity resource, enabling you up to focus on what you do best; building new client relationships.
Technology
Annuity rate watch
Rate engine a single source for fixed rate, indexed and variable annuity product information. Their comprehensive data warehouse maintains up-to-date information on contract features, rates, fees and expenses, as well as living and death benefit riders. This detailed information is available for currently marketed and closed products - providing you with the information necessary to fully evaluate the annuity product universe.
Firelight
Online client application, You can easily take electronic client applications with FireLight. This user-friendly system helps to enhance your client's experience, even on mobile devices. E-apps eliminate NIGO issues and cut processing times - faster processing means faster commission for you.
Ipipeline
Forms When electronic applications and contracting are not an option, use iPipeline FormsPipe to download up-to-date client applications and agent contracting for the available carriers through EIM. iPipeline compiles all necessary forms for your parameters and packages them in one manageable PDF.
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Want to know more about our annuities offering
Training
We realize that with so many misconceptions around annuities, education is critical to your success. We provide webinars and online tutorials in addition to the one-on-one training. At EIM, we take pleasure in our reputation as annuity specialists. That's why we're constantly here to assist you in comprehending and explaining them to your clientele. Taking a complex approach and turning it into simple approach.
Eventually, you'll need to be able to quickly recall some annuity information. That's why we've chosen to share part of our knowledge in the form of individual training courses covering a wide range of annuity-related topics.
While the fundamentals are simple to grasp, there is a wealth of information that can be useful when explaining annuities, including the suitability of an annuity within a client's portfolio based on asset accumulation, the need for income now, soon or later and wealth transfers intended for loved ones.
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