Chester County News and Community Website
BERWYN, PA — Fiduciary Exchange LLC (FIDx) has integrated Beacon Research’s annuity rate data into its Insurance Exchange platform, a move aimed at simplifying how financial advisors research and select …
FIDx Integrates Beacon Data to Streamline Annuity Sales Read More
BERWYN, PA — Baird has become the first broker-dealer to require a single technology platform for all annuity transactions across its advisor network, a move aimed at reducing manual processing, …
Baird Standardizes Annuity Operations Through Envestnet Platform Read More
RADNOR, PA — Lincoln Financial (NYSE: LNC) has launched two fixed indexed annuities, Lincoln FlexAdvantage Income and Lincoln OptiBlend Income, aimed at expanding its retirement income offerings with features including …
Lincoln Financial Launches Two Fixed Indexed Annuities Read More
VALLEY FORGE, PA — Vanguard is expanding its retirement income offerings through a new collaboration with TIAA, aiming to bring guaranteed lifetime income to a broader segment of American workers. …
Vanguard and TIAA Unite on New Lifetime Income Trust as Demand for Secure Retirement Grows Read More
WAYNE, PA — Axonic Insurance, a provider of annuity and investment solutions backed by Axonic Capital, has entered into a strategic alliance with iPipeline to enhance digital processing and expand …
Axonic Insurance Partners With iPipeline to Streamline Annuity Sales and Expand Distribution Read More BERWYN, PA — Fiduciary Exchange LLC (FIDx) announced its Insurance Exchange (IX) platform has crossed $3 billion in transaction processing volume, marking a major milestone in the company’s growth and …
FIDx Insurance Exchange Surpasses $3 Billion in Transactions Amid Rising Annuity Demand Read More BERWYN, PA — Fiduciary Exchange LLC (FIDx) announced this week that its Insurance Exchange (IX) platform has processed more than $3 billion in new transactions, marking a significant milestone as …
FIDx Insurance Exchange Surpasses $3 Billion in Transactions as Annuity Demand Accelerates Read More
WEST CHESTER, PA — Venerable Holdings, Inc. announced the successful transfer of a legacy block of novated variable annuity contracts from Equitable Financial Life Insurance Company to its administrative platform. The …
Venerable Completes Industry-First Transfer of Variable Annuity Contracts Read More EXTON, PA — Protective Life Corporation, a subsidiary of Dai-ichi Life Holdings, Inc., has partnered with iPipeline® to improve the order entry process for financial professionals using the Laser App solution. …
Protective Life Partners with iPipeline to Transform Financial Documentation Read More CINCINNATI, OH and EXTON, PA — Luma Financial Technologies has announced a collaboration with iPipeline® to launch a fully integrated solution aimed at improving annuity and life insurance workflows. The …
Luma Financial Technologies and iPipeline Partner to Simplify Annuity and Life Insurance Sales Read More