Rightbridge annuity software
WebThe Annuity Validation Track uses the RightBRIDGE AI engine to determine the suitability or best interest status of proposed annuity sales and exchanges. Annuity validation is a way of running proposed annuity sales through a pre-sale compliance review. Compliance rules in the Annuity Wizard are configured for the licensing firm and case data ... WebMar 15, 2024 · March 15, 2024, 2:18 PM · 3 min read. Englewood, New Jersey-- (Newsfile Corp. - March 15, 2024) - RightBridge Financial Group, a New Jersey-based financial planning and wealth management company ...
Rightbridge annuity software
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WebThe RightBRIDGE Annuity Wizard helps you both validate products you think are in your client’s best interest or provides options that meet their needs. WebMay 26, 2024 · “The RightBRIDGE Annuity Wizard provides Best Interest product validation or product selection for the client’s needs. Once the financial professional has selected and validated an annuity—and rider if applicable—the logical next step is to automatically pass this information on to FireLight,” comments John Hyde, president, CapitalRock.
WebFeb 7, 2024 · SALT LAKE CITY, Feb. 07, 2024 (GLOBE NEWSWIRE) -- Since its launch in 2011, the RightBRIDGE Annuity Wizard has been a leader in assisting annuity product... WebMay 25, 2024 · RightBRIDGE Annuity Wizard helps advisors determine which products are best suited to their client’s needs, objectives, and preferences. By integrating with FireLight, what was formerly a multi ...
WebDec 11, 2024 · The RightBRIDGE Annuity Wizard has been licensed for use for by over 50,000 advisors and supports annuity selection and validation for the following annuity types: Variable, Indexed, structured ... WebApr 6, 2024 · SALT LAKE CITY, April 06, 2024 (GLOBE NEWSWIRE) -- CapitalROCK, the developers of RightBRIDGE, and a leader in best interest validation software, is pleased to …
WebNov 5, 2012 · RightBridge also supplies the advisor with "reason text" that can be used in an e-mail or conversation to explain to the client why a particular annuity is recommended or why one might be appropriate. the sims 4 deluxe edition v 1 91 186WebNov 7, 2024 · Here are two more examples of companies in the annuity comparison business: Ebix, which offers a VitalAnnuity tool, and Capital Rock, which offers a proprietary comparison tool called RightBRIDGE Annuity Wizard. VitalAnnuity is software that compares fixed annuity quotes and information to find the best or most appropriate rates and … the sims 4 de graWebProduct Profiler The Product Profiler® maps product types to the client’s needs and uses a scoring methodology to help determine which mix of investment vehicles or products is best suited for an individual client’s needs. These suggestions are combined with ReasonText™ that explain why a product type fits a client’s needs. The Product Profiler has been my wife cvWebCapitalRock, the makers of RightBridge systems, develops data analytics and product selection technology for the financial services industry. In light of the current regulatory environment CapitalRock has enhanced its product selection and validation technologies, including the Annuity Wizard, Life Insurance Wizard, Investment Wizards, and the Product … my wife checked out of our marriageWebMay 26, 2024 · “The RightBRIDGE Annuity Wizard provides Best Interest product validation or product selection for the client’s needs. Once the financial professional has selected … my wife chinoWebMay 25, 2024 · RightBRIDGE Annuity Wizard helps advisors determine which products are best suited to their client’s needs, objectives, and preferences. By integrating with … my wife coughs all the timeWebAnnuity Wizard The RightBRIDGE® Annuity Wizard helps financial professionals determine which annuities available on their product shelf are best suited to meet their clients’ … my wife demon queen