Advisor Order-Entry Solution Provides Customized Workflows and Reviews to Support FINRA, SEC and State Compliance

Exton, PA (August 19, 2014) – iPipeline® – the leader in on-demand marketing, selling, and processing solutions for the nation’s top insurance carriers, distributors, financial institutions, producers, and advisors – today announced American National Insurance Company, one of the nation’s leading providers of life and annuities products, has selected AFFIRM® for Annuities to automate the advisor selling process.  The wizard-based solution streamlines the order-entry process and supports customized workflows and suitability reviews, enabling financial institutions to meet their requirements for FINRA, SEC and state compliance.

Read the full press release below.

American National Selects iPipeline for AFFIRM for Annuities 081214 FINAL APPROVED FOR BW 2