Friday, March 29, 2024

Hexure

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Hexure, a provider of sales and regulatory automation solutions for the life and annuity industry, announced its new visualizations tool, an interactive graphical product presentation solution. Visualizations turn complex illustrations into an interactive, easy-to-understand graphical experience for advisors to better educate and assist clients in choosing the right product for their needs.

“At Hexure, our commitment to ongoing innovation is at the core of everything we do. We constantly strive to develop new solutions and enhance our solutions that propel our industry forward and make the selling and buying experience better for both advisors and consumers,” said Hexure’s Chief Product Officer, Kevin Pohmer. “With the introduction of product visualizations, we are bringing product illustrations to life. We are simplifying the annuity product story and equipping advisors with the tools to compare and present complex product details and features. This easy and digestible way will better inform buyers of the product in an enhanced and compliant buying experience.”

The new visualizations tool enables advisors to quickly filter products and easily analyze annual premiums, cumulative premiums, account value, and cash surrender value for individual or product comparison scenarios. With interactive graphs and dynamic proposals, advisors can better explain product features and benefits to the clients, making it easier for clients to make informed buying decisions, which leads to increased client satisfaction and improved suitable sales.

“Visualizations make the product story easy to tell and understand, providing advisors with a seamless navigation to the next step in the sales journey,” said Jaci Miller, chief sales officer, Hexure. “This tool expands our end-to-end sales automation platform. It will offer our clients access to more sales activities within a single platform and a cohesive experience. We are excited to provide added sales tools to help advisors visually represent products and better educate clients for effective and compliant sales processes.”

The visualizations solution connects proposals to other FireLight sales activities for seamless transitions and data flow.

Founded in 1995, Hexure provides digital sales solutions to the insurance and financial services industry across various lines of life insurance, annuities, retirement, and wealth management products. Carriers and distributors use its solutions to build customer-centric sales experiences, accelerate submissions, reduce paper processes, meet regulatory requirements, and improve in-good-order sales. For more information visit http://hexure.com.

Trustmark Health Benefits/Luminare Health

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Trustmark Health Benefits is now Luminare Health, following its acquisition in October 2022 by Health Care Service Corporation (HCSC). Luminare Health is a third-party administrator that designs and administers custom health plans for self funded employers that help manage costs through innovative solutions, information transparency, and member-centric support. Luminare Health also supports clients’ strategic growth goals through white-labeled benefits administration solutions for insurance carriers, brokers, health systems, and plan sponsors.

Luminare Health, a wholly owned subsidiary of HCSC, is one of the largest third-party administrators in the United States and has been assisting clients achieve their healthcare goals for over 50 years. Its 1,100-plus employees will continue to serve their clients out of local offices around the country and will be relocating to a new home office in Rosemont, IL, in Q2 2024.

“Our name may be new, but we’ve been experts in self-funding for over 50 years,” says Nancy Eckrich, chief executive officer of Luminare Health. “We’ve partnered with employers and organizations of all sizes, from a diverse range of industries, each facing unique challenges that we’ve successfully helped solve. Our experience-honed consultative approach allows us to be builders and integrators, who don’t believe in one-size fits all solutions. Our expertise will illuminate the path to significant savings and growth for our clients, helping their members enjoy healthier lives.”

“As Luminare Health, we are also signaling that we are entering a new chapter in our history, one in which we re-commit to supporting the ‘whole health’ of our clients and members, promoting their physical, financial, and mental health,” said Craig Julien, president of Luminare Health. “Luminare Health’s robust product and service catalog continues to highlight our commitment to innovation with a compassionate, member centered mindset,” added Julien.

“This is an exciting day for HCSC and its portfolio of companies,” said Arun Prasad, HCSC’S senior vice president, chief strategy officer and president, Diversified Businesses. “It has been just over a year since HCSC completed this acquisition. The new branding is reflective of Luminare Health’s differentiated solutions and strong momentum in the market.”

LIBRA/iPipeline

iPipeline® announces that LIBRA Insurance Partners, the largest independently owned life insurance marketing organization (IMO) in the United States, successfully implemented its Agency Integrator product recently to support the LIBRA Institutional Insurance Platform (LIIP).

With LIBRA’s use of Agency Integrator, critical data from members participating in the LIIP program is aggregated into one single source. The aggregated data can then be replicated to LIBRA’s own database and reporting services via iPipeline’s InsureSight® Data Factory, powered by Snowflake.

This will enable LIBRA’s LIIP program to create robust, meaningful, and actionable reports—all while confidently meeting strict reporting requirements for processing life insurance business for the financial institution segment of the industry.

LIBRA will now be able to offer this cloud-based integrated solution to all of its brokerage general agency (BGA) members to significantly simplify and streamline their day-to-day operations—revolutionizing the way agencies manage, report, and aggregate data.

With Agency Integrator, LIBRA’s BGAs will have the ability to deliver top-tier service, drive business growth, and accelerate new business opportunities.

Using Agency Integrator, LIBRA can deliver value to its BGA members by enabling them to:

  • Rely on one source of clean data, which is aggregated from a variety of different sources,
  • Generate comprehensive and meaningful reports and dashboards that are compliant and meet regulatory requirements,
  • Increase satisfaction with LIBRA financial institution partners by providing better tools and reporting, and,
  • Spend more time growing their business—and less time worrying about tracking and reporting.

“We are thrilled to be partnering with LIBRA and look forward to playing a key role in their digital journey. Through this relationship, LIBRA’s BGAs, regardless of the size of their business, can now tap into one source of clean and aggregated data and pull that into their own reporting tools to create meaningful and actionable reports—all while meeting compliance and regulatory requirements,” said Robert Powell, vice president of Wealth Management Sales at iPipeline. “Our innovative technology helps take the complicated and make it simpler, better, and faster—so you can spend less time worrying about manual tracking and reporting, and instead focus your time on the advanced data-based insights available at your fingertips and helping you drive your business.”

“As an organization, LIBRA is committed to helping independent BGAs drive growth, operate efficiently, and produce quality results for their agents and their clients. We’re excited to announce this partnership with iPipeline—and the possibilities it offers our BGAs,” said Richard Buteau, vice president of Operations at LIBRA Insurance Partners. “Now, regardless of the size of their business, all BGAs can streamline their agency operations while gaining a competitive edge to further grow their business. This powerful technology will help open doors for our partners and allow us to add new firms to the LIBRA platform and the financial institutions they serve.”

For additional product information regarding Agency Integrator, visit https://www.ipipeline.com/wp-content/uploads/2023/09/Agency-Integrator-Slick.pdf.

NAIFA

Kevin Mayeux, CAE, CEO of the National Association of Insurance and Financial Advisors (NAIFA), issued the following statement on the proposed Department of Labor fiduciary rule expected to be made public:

“NAIFA is disappointed that the Department of Labor and OMB have decided to move forward with the misleadingly named Retirement Security rule. DOL’s attempt to rebrand its proposal does not hide the fact that it is the offspring of the department’s failed fiduciary-only model for advisory services that would limit consumers’ choices and curtail the access of many middle- and lower-income investors to individualized advice and services. This is the fourth time since 2010 the federal government has tried to expand fiduciary requirements for advisors. This DOL proposal is particularly unfortunate, coming at a time when many Americans are concerned about their economic security and ability to prepare for retirement. NAIFA is particularly disappointed that DOL is trying to saddle advisors and consumers with an additional layer of regulations when the stated goals of the proposed rule are already being achieved by the Securities and Exchange Commission’s Regulation Best Interest and state measures based on the National Association of Insurance Commissioners’ model best interest regulation for annuity transactions, both of which provide robust consumer protections and require financial professionals to work in clients’ best interests.

“NAIFA previously raised our concerns about the proposal with the Office of Information and Regulatory Affairs (OIRA) of the White House’s Office of Management and Budget (OMB) on October 6. Unfortunately, the administration did not take our concerns to heart. The White House’s new Fact Sheet on the rule unfairly characterizes the insurance and financial services industry and misrepresents the vital role agents and advisors play in helping clients prepare for retirement. Referring to legitimate compensation many advisors receive for their work as “junk fees” is insulting and unfair. It disregards the fact that many consumers are best served by models that include products delivered on a commission basis.

“NAIFA will analyze the proposed rule and submit official comments, continue to have discussions with the administration throughout the regulatory process, and work with members of Congress to achieve the best possible outcome for American families who depend on the products, services, and advice of NAIFA members offering a variety of service models to ensure a financially secure retirement.”


The National Association of Insurance and Financial Advisors is the preeminent membership association for the multigenerational community of financial professionals in the United States. NAIFA members subscribe to a strong Code of Ethics and represent a full spectrum of financial services practice specialties. They work with families and businesses to help Americans improve financial literacy and achieve financial security. NAIFA provides producers a national community for advocacy, education, and networking along with awards, publications, and leadership opportunities to allow NAIFA members to differentiate themselves in the marketplace. NAIFA connects with members in 267 different local areas between State Chapters, Local Chapters, and Local Affiliates. NAIFA members in every congressional district advocate on behalf of producers and consumers at the state, interstate, and federal levels. For more info visit http://naifa.org.

Integrity Marketing Group

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Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, recently announced Tess Grace will become president of Integrity’s life insurance division called Integrity Life. With more than 30 years of extensive industry experience, Grace will oversee Integrity’s robust and expanding life insurance efforts and will work closely with Integrity’s industry-leading partners and members of the executive leadership team to continue to accelerate Integrity’s growth in the life insurance and long term care markets.

“With Tess Grace at the helm of Integrity Life, we have a leader dedicated to accelerating our transformative growth who will magnify opportunities for all of us to serve consumers in more holistic ways,” shared Bryan W. Adams, Co-Founder and CEO of Integrity. “Integrity is committed to bringing on the best and brightest leaders in our industry, and Tess is the perfect leader at the perfect time. She recognizes the vision of what we are building and is united in our dedication to revolutionize the industry. Tess has consistently exemplified the qualities of a servant leader in every step of her career and is top-tier in everything she does. It is a great honor to welcome Tess to the Integrity family—I can’t wait to see the impact for good she will have on not only our organization and our partners, but on the lives of the millions of Americans we serve through our important life insurance and long term care products!”

For over 15 years, Grace has been a well-respected and trusted leader at Mutual of Omaha, most recently serving as senior vice president of Brokerage Sales. In this role, she was responsible for managing all life, long term care and annuity products as well as building and maintaining brokerage relationships. She successfully led a broad and diverse team in developing and executing strategies to increase sales, improve producer experiences and strengthen business operations. Grace was instrumental in significantly expanding their life sales, with growth of more than 500 percent since being appointed in her latest role. Additionally, she oversaw strategy and implementation of 2023 campaigns forecasted to bring in more than $900 million in life, health and annuity product sales. As a recognized leader in the industry, Grace has exhibited exceptional acumen supported by proven expertise and an unfailing determination to succeed. She brings to Integrity a wealth of experience and a reputation for excellence that will prove invaluable as her leadership supports and expands the crucial vision and mission of Integrity Life.

“One of the aspects of Integrity that impressed me most was seeing their culture so deeply rooted in their impact-driven mission—it’s a team of employees and partners truly committed to working tirelessly together to achieve something so much bigger than anyone could accomplish on their own,” explained Grace, president of Integrity Life. “It’s exciting to be part of such a once-in-a-lifetime opportunity to innovate an industry I’ve come to respect and value tremendously. I’ve been able to observe the vision of what Integrity is building and how they consistently put that vision into action. It’s an honor to join Integrity’s team of leaders in their commitment to innovating our industry, making it more holistic for consumers, more efficient and streamlined for our agents, and more beneficial for our carriers.

As President of Integrity Life, Tess Grace will be responsible for leading Integrity’s life insurance division. Additionally, she will play a key role in managing relationships between Integrity’s distribution and carrier partners. Grace will utilize her deep-rooted expertise to design and implement strategies that advance Integrity’s mission to help all Americans prepare for the good days ahead.

“Tess is nationally recognized as an influential leader—by joining Integrity, she will have an incredible impact on driving our mission forward,” said Tom Dempsey, Integrity’s chief distribution officer. “With decades of experience, she has already forged strong relationships with many of our key partners, which will only be fortified in this new role. This is truly a historic day for all of us at Integrity. We are gaining a leader with unshakeable commitment to Integrity’s vision of creating a holistic life, health and wealth experience, and she will be a powerful force in building and shaping our transformative future.”

For more information about Integrity, visit http://integritymarketing.com.

Integrity, headquartered in Dallas, Texas, is a leading distributor of life and health insurance, and provider of innovative solutions for wealth management and retirement planning. Through its partner network of over 550,000 agents and advisors, Integrity helps millions of Americans protect their life, health and wealth with a commitment to meet them wherever they are — in person, over the phone and online. Integrity’s cutting-edge technology helps streamline the insurance and financial planning experience for all stakeholders. In addition, Integrity develops products with carrier partners and markets them through its nationwide distribution network. In 2022, Integrity helped carriers place over $22 billion in new sales and oversaw more than $40 billion of assets under management and advisement through its RIA and broker-dealer platforms. For more information, visit http://.integritymarketing.com.

Integrity Marketing Group

Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, announced the launch of its third annual “Integrity Gives Back” Toy Drive to benefit children-focused hospitals and organizations across the nation. The company has set an impressive goal of donating more than 20,000 toys to make a powerful impact in the communities they serve.

The mission of the “Integrity Gives Back” Toy Drive is to provide individual toys, stuffed animals, games and books to children who need it most through organizations such as Children’s Health in Dallas and other charities and children’s hospitals across the country. Integrity is inviting the public to join them in supporting their impactful toy drive by visiting http://IntegrityGivesBack.com and shopping the Amazon Wish List curated by Children’s Health or by making a toy donation to a local children’s based organization of their choice.

“The ‘Integrity Gives Back’ Toy Drive is an effort that was founded with deep personal meaning to me and my family,” shared Bryan W. Adams, co-founder and CEO of Integrity. “A few years ago, while my son was receiving treatment at Children’s Health, I was able to witness the transformative power a simple gifted toy had on improving his morale—bringing him an unexpected moment of joy! After this experience, my son came up with the idea to collect more toys for other patients and I saw the potential for engaging our Integrity family and truly put into action our core value of Service. This year, we are honored to invite our broader community to join us in making an even greater impact. We know that as we unite in purpose, we have an opportunity to surprise thousands of children and their families with happiness and delight.”

In 2021, the initiative’s original goal was to collect a few hundred toys for pediatric patients at Children’s Health. Due to the passionate efforts of Integrity’s Dallas-based employees, the toys and stuffed animals donated totaled more than 3,000 that first year. Integrity employees had such a heartwarming experience that the decision was made to expand efforts to its business units and employees nationwide with thousands of employees across 250 partner offices collecting over 16,000 toys. This year, Integrity is inviting the public to join their efforts to expand the Toy Drive’s impact with the goal of raising 20,000 toys to help children and their families have greater hope and bring them a treasured moment of joy during treatment or hospital stays.

“Oftentimes, it is small and simple acts of kindness that can have the greatest impact,” explained Mary Elyse Farah, president of the Integrity Foundation. “With the ‘Integrity Gives Back’ Toy Drive, our team has rallied around the opportunity to make a big difference through small collective donations. By coming together, aligned in purpose, we are able to significantly impact the lives of thousands of children. We are so grateful for gifts of all sizes, from packs of stickers to Lego sets. A wide variety of donations allow hospitals to impact the lives of so many more patients in the diverse support needs they have, from validating bravery during a shot to alleviating boredom during long hospital stays.”

“Two of Integrity’s core values are Service and Family. The ‘Integrity Gives Back’ Toy Drive is just one of many examples of Integrity’s commitment to putting these values into action,” stated Steve Young, Integrity’s chairman of the board. “Serving the communities they live and work in is incredibly important to everyone at Integrity. We are honored to invite others to join us in brightening the days of children receiving medical care and can’t wait to see how great an impact we can make by coming together.”

For more information on Integrity’s charitable initiatives or to shop the “Integrity Gives Back” Toy Drive donation list, visit http://.integritygivesback.com.

iPipeline

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iPipeline, a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industry, announced that Pat O’Donnell, a technology industry veteran with more than three decades of experience, has been appointed chief executive officer.

O’Donnell will replace Deane S. Price, who has served as the company’s interim CEO since February 2022. Price joined iPipeline after more than 10 years with fellow Roper Technologies business, Aderant, where she held the role of CEO. O’Donnell’s appointment is effective immediately and Price will remain with the organization as an advisor, assisting with the transition. O’Donnell will be responsible for the global iPipeline organization and will report to Satish Maripuri, group executive, at Roper Technologies.

“Pat is a proven leader with a growth mindset in the technology sector, with robust experience and proven success in the industry. We are excited to welcome him to iPipeline and Roper Technologies,” said Maripuri. “Pat’s focus on customer intimacy, innovation, driving M&A, and building high performance cultures is key to iPipeline’s ongoing commitment to innovate and strategically transform the global industry—life insurance, protection, financial services, and pensions—through the company’s innovative technology solutions. We look for Pat to build upon the strong and solid foundation iPipeline has built and I want to thank Deane for her leadership at iPipeline during this interim period.”

O’Donnell brings extensive industry knowledge and experience to this role, having most recently served as CEO of Ministry Brands, the leading provider of software and services for faith-based, non-profit, and other purpose-driven organizations. During more than three years in his role with the organization, O’Donnell played a key role in the company’s success and oversaw a period of transformation and growth.

His experience includes serving as senior vice president, and later as president, of FLEETCOR, an Atlanta-based leading global business payments company. O’Donnell also held roles of increasing responsibility, including serving as senior division vice president and division vice president of Major Accounts during his nearly 24 years with ADP, a member of the Fortune 500 and a global technology company providing human capital management solutions. O’Donnell is a graduate of West Chester University with a bachelor’s degree in economics. Additionally, he earned the Six Sigma designation and the Project Management Profession (PMP®) certification.

“I am honored to be appointed to lead iPipeline, a company that not only is a pioneer in the industry but one that continues to be a leader, with a global footprint, a strong portfolio of innovative technology solutions, and a talented and driven team of Pipers,” said O’Donnell. “I look forward to working with the team to collaboratively build upon the foundational success of iPipeline as we advance our strategy to the next level.”

For more information about iPipeline, please visit http://ipipeline.com.

iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. iPipeline couples one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows—from quote to commission—with seamless integration. The company’s vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.

Since its establishment in 1995, iPipeline has helped protect more than 49 million people, and today is trusted around the world by more than 100 insurance carriers, and providers, and more than 2,500 broker-dealers, financial institutions, brokerage general agencies (BGAs), independent marketing organizations (IMOs), and managing general agents (MGAs). Connected to more than 500,000 agents and advisers, the company collected more than $33 billion in premium in life insurance and $55 billion in annuities in 2022. iPipeline operates as a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the S&P 500® and Fortune 1000® indices. For more information, please visit ipipeline.com and select your country of origin.

Allianz

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As present fears about a big market crash or recession persist, Americans also are increasingly worried about taxes on retirement income from 401(k)s and IRAs increasing in the future, according to the 2023 Q3 Quarterly Market Perceptions Study from Allianz Life Insurance Company of North America (Allianz Life).

Seven in 10 Americans (72 percent) worry that higher taxes in the future will impact their retirement income from tax-deferred accounts such as a 401(k) or IRA.

“While paying taxes is inevitable, how much we pay in taxes will change,” said Kelly LaVigne, VP of Consumer Insights, Allianz Life. “And, a change in taxes can have a significant effect on your portfolio if you have not incorporated tax strategies into your financial plan and diversified across tax categories. For a goal like retirement, you want to diversify your assets across a spectrum of long term capital gains, regular income and non-taxable income. This strategy, along with incorporating strategic tax deferral will help achieve some control over the amount or timing of taxes you will pay.”

Americans want help to reduce tax risk with 73 percent saying they would stop using their current financial advisor if they didn’t help effectively manage taxes on retirement income. More Gen Xers (84 percent) than boomers (67 percent) or millennials (77 percent) said they would stop using an advisor if they didn’t help effectively manage taxes on retirement income.

At the same time, many Americans worry about retirement income from tax-advantaged sources like Social Security. The majority (72 percent) of Americans say they can’t count on Social Security benefits when planning retirement income. Even more (79 percent), worry about the future of Medicare and Social Security.

Majority of Americans fear another big market crash
While Americans are concerned about the taxes they will have to pay in the future, right now, they worry that a big market crash is coming.
Fewer Americans now worry that a major recession is coming than all of last year. While 55 percent worry a major recession is right around the corner in Q3, 64 percent of Americans said the same in Q2. At the same time, 53 percent of Americans worry that another big market crash is on the horizon.

Still, this ongoing worry is leading Americans to hold more money in cash. Most Americans (54 percent) say they are keeping more money than they should in cash because they’re worried about a recession.

“While you might not feel like you’re losing money by holding it in cash, over the long term you will lose out,” said LaVigne. “Money kept in cash, or in low-interest bearing accounts, isn’t keeping up with the rising cost of living. The idea is to incorporate risk management strategies that may also lower volatility into your financial strategy so that you can invest more confidently and weather market downturns over the long term.”

Millennials are most concerned about an economic downturn affecting their personal finances than Gen Xers or boomers. More than half (52 percent) of millennials are concerned they will be laid off because of an economic downturn in 2023, compared to 29 percent of Gen Xers and 25 percent of boomers. And, 57 percent of millennials say they are keeping more money that they should in cash because they’re worried about a recession, compared to 52 percent of Gen Xers and 46 percent of boomers.

Concerns about inflation are lower than they have been in a year with 70 percent expecting that inflation will get worse in the next 12 months. This is down from 77 percent last quarter.

*Allianz Life conducted an online survey, the 2023 Q3 Quarterly Market Perceptions Study in August 2023 with a nationally representative sample of 1,005 Respondents age 18+.

MDRT Center

MDRT Global Services announced that, as of November 1, the association will officially be known as the MDRT Center for Field Leadership (MDRT Center). The new name, along with updated branding, more closely reflects the association’s mission: Helping field and home office leaders across the globe grow as leaders of financial services organizations and propelling their teams to success.

MDRT Center members are field and home office leaders who continually work to broaden their leadership skills, establish an MDRT culture of excellence within their agencies and advance themselves professionally and personally.

MDRT Center members will have access to all the benefits that were available prior to the rebranding, including key leadership content on the Center’s website like toolkits, videos and articles, and access to Harvard ManageMentor® learning application. Members can also partake in regular webcasts, attend study groups with fellow members and one global MDRT event per year, and apply for an MDRT Culture of Excellence Award.

“The MDRT Center for Field Leadership creates a community of financial services leaders committed to excellence in the profession,” said Gregory Gagne, ChFC, 2024 MDRT president. “Undergoing this rebranding highlights the association’s dedication to amplifying members’ ability to incite growth and empower their teams to become the best.”

MDRT Center membership is granted for one year and must be renewed annually. The open enrollment period for membership is November 1-April 1. Annual membership dues are $600, but applicants may apply for membership after April 1 with a $200 late fee.

As the newest association under the global MDRT Family of Brands, MDRT Center for Field Leadership (MDRT Center) was created exclusively for financial services field and home office leaders. As a separate, individual membership association, MDRT Center provides its members with exceptional value and leadership growth opportunities. MDRT Center membership allows increased engagement within the MDRT community while providing leaders with strategies to develop a culture of excellence within their respective organizations. To learn more visit http://mdrtcenter.org.

American National

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iPipeline® announced that American National has launched iGO®, the technology company’s digital e-App solution within its end-to-end ecosystem, to enable the insurance carrier to streamline its distribution and further improve the ease of doing business for insurance agents and brokerage general agencies (BGAs). Supporting multiple product lines, iGO has been successfully adopted by dozens of insurance carriers, hundreds of distributors, and tens of thousands of agents.

iPipeline’s iGO—one of the industry’s leading e-Application tools—will help American National to strengthen its long term plan for continued growth and expansion within the BGAs market as it strives to build one of the most successful insurance companies in the U.S.
With iPipeline’s iGO e-App solution, you can:

  • Complete an online e-Application, including e-signature—in person with your client or remotely.
  • Ensure the proper and most current applications and forms are used through iGO’s standardized, rule-based platform.
  • Simplify the process for completing forms through its automated data gathering.
  • Ensure that applications are “in good order” while eliminating those that are NiGO (not in good order).
  • Reduce cycle times and increase placement ratios.
  • And accelerate the overall application process.

“For more than a century, American National has developed an outstanding reputation for helping millions of Americans to secure the financial futures of their families. We are honored to partner with them to create an easy, efficient, and end-to-end digital experience for their agents, BGAs, and customers,” said Bill Hunter, senior vice president of Sales for iPipeline. “iPipeline has a proven track record of empowering life insurance organizations to grow and thrive. Through this partnership, we can help American National bring peace of mind to even more people in the communities they serve.”

“At American National, we are dedicated to serving our distributors and BGAs,” said Traie Franklin, vice president of Marketing Operations at American National. “Through the collaboration with iPipeline, we believe we can further streamline our business processes and create a much better experience for them.”

To learn more about how iPipeline can simplify business processes and experiences for insurance agents, BGAs, and customers, please visit: https://ipipeline.com/solutions/lifeannuities/.

iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. iPipeline couples one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows—from quote to commission—with seamless integration. The company’s vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.

Since its establishment in 1995, iPipeline has helped protect more than 49 million people, and today is trusted around the world by more than 100 insurance carriers, and providers, and more than 2,500 broker-dealers, financial institutions, brokerage general agencies (BGAs), independent marketing organizations (IMOs), and managing general agents (MGAs). Connected to more than 500,000 agents and advisers, the company collected more than $33 billion in premium in life insurance and $55 billion in annuities in 2022. iPipeline operates as a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the S&P 500® and Fortune 1000® indices. For more information, please visit ipipeline.com/ and select your country of origin.

American National is the brand name for the direct and indirect insurance company subsidiaries and affiliates of American National Group, LLC, a Delaware limited liability company. American National Insurance Company, Galveston, TX, was founded in 1905 and is licensed in all states except New York. American National established a dedicated property and casualty division in 1973 with American National Property and Casualty Company, Springfield, MO. This company serves 38 states, not including New York. To better serve the unique insurance needs of the agricultural market, in 2001 American National acquired the Farm Family group of insurance companies based in Glenmont, NY.
American National offers a broad line of products and services, which include life insurance, annuities, health insurance, credit insurance, pension products, and property and casualty insurance for personal lines, agribusiness, and certain commercial exposures. The American National companies operate in all 50 states. In New York, business is conducted by New York licensed affiliates. Each company has financial responsibility for its own products and services. For more information, please visit www.AmericanNational.com.

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