iPipeline

We’re delighted to have worked alongside BizClik and OneFamily to bring the story of our partnership to Fintech Magazine. Hear first-hand the solid foundations on which our partnership was built as Steven Ferrari and Jon Finley explore the key benefits of deploying SSG Digital® to the OneFamily range of investment, savings and protection products. 🎥 https://hubs.li/Q02GKzkL0 *SSG Digital is not available in the US.

How can DocFast®enhance carrier, advisor, and customer communication throughout the entire annuity purchasing process? Check out just how our document delivery solution enables you to enjoy faster, secure, and immediate communications! To learn more about how DocFast can help you optimize your business visit: https://hubs.ly/Q02GplZq0 #eDelivery #Innovation #Efficiency #Digital *DocFast is available in the US.

Unleash your brand's full potential with DocFast® and its new custom styling feature! Our most recent upgrade now ensures a brand-aligned consumer experience to help you to stand out, communicate effectively, and maintain your brands presence. Now, you can customize and tailor your portal for your clients, matching your brand with your unique needs. To experience DocFast visit: https://hubs.li/Q02Ggpkq0 #eDelivery #Innovation #Efficiency #Digital *DocFast is available in North America. Dennis LaTour Roy Goodart, MBA Katie Kahl Robert Powell Joe Paddock

In the latest edition of iPipeline Quarterly UK, Joanne Cole from BrokerIQ discusses the future of client engagement and the importance of understanding and meeting the needs of all generations, especially Millennials and Gen Z. Find out more about client engagement -> https://hubs.li/Q02FCNvQ0 #ClientEngagement #FinancialPlanning

iPipeline's Roy Goodart, MBA recently attended the NAFA (National Association for Fixed Annuities) Annuity Leadership Forum in Washington, DC, joining Kristina Belnap, SVP and Chief Security Officer at SILAC, and Scott Kosnoff, Partner at Faegre Drinker, in a panel discussion on "Technology Today & Tomorrow." Together, they explored the future of technology, and dove into the hot topic of AI and GenAI, and how it will continue to impact our industry. #AI #AnnuityLeadership #iPipeline #Innovation #NAFA #Annuity

Have you experienced the game-changing innovation of e-delivery? If you haven't, don't wait any longer! From boosting efficiency to enhancing the customer experience, iPipeline's own Dennis LaTour uncovers why embracing e-delivery is key to your success in annuity sales in his latest blog "7 Powerful Reasons Why e-Delivery is Critical in Annuity Sales." Read here: https://hubs.li/Q02FB3fP0 #Annuity #eDelivery #Innovation #Efficiency *DocFast® is available in North America.

We are delighted to announce that a new, enhanced version of PreQuo® Lead Gen is here! PreQuo Lead Gen helps you drive protection conversations and easily educate your clients on their protection needs. The easy-to-use calculator generates instant prices before speaking to an expert, providing highly receptive leads. Find out more about PreQuo Lead Gen and how you can transform the way you serve your clients -> https://hubs.li/Q02FyrLg0 *PreQuo is only available in the UK #PreQuo #ProtectionEngagement #FinancialPlanning

Did you know that in the last year, term assurance sales dropped by 10.4% and critical illness sales dropped by 3.2%? 📉 In the latest edition of iPipeline Quarterly UK, Joanna Scott looks at the results from the Term & Health Watch Report, offering insights into the UK protection market. With increasing interest rates and upcoming uncertainties, it's important to keep the momentum for income protection -> https://hubs.li/Q02FqcyJ0 #Protection #Data

Freedom rings true, under the red, white, and blue. We hope everyone has a safe and enjoyable time celebrating Independence Day, and that your day is filled with family, fun, and fireworks! #FourthofJuly #IndependenceDay #iPipeline

In the latest edition of iPipeline Quarterly UK, Legal & General for Advisers looks at how we can better connect with customers on critical-illness protection. We should no longer be comparing protection costs to everyday expenses and instead should be asking clients how they can maintain their lifestyle, no matter the circumstances. Find out more -> https://hubs.li/Q02FlLKp0 #CriticalIllnessCover #FinancialPlanning