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Annuity and Insurance

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Our annuity solutions offer
streamlined annuity sales and
servicing, with access to many
of the country’s leading
insurance companies.

Easily network or link directly held annuity and life contract information to an existing account on the Pershing platform. Subscribe, integrated within NetX360®, interfaces with many of the country’s leading insurance companies and provides greater visibility into your business. Our platform currently supports fixed and variable annuities, term life, fixed universal and fixed whole life insurance contracts, as well as disability insurance. As part of NetX360, Subscribe provides a more holistic view of investors’ portfolios which could increase productivity.


An easier way for you and your advisors to manage your annuity business.


Who We Serve


Online automated order entry system, with approval workflow, money settlement and access to product information Fee-based capabilities such as purchasing and networking annuities in managed accounts for asset consolidation, fee- based billing and certain performance reporting capabilities Automated commission processing to expedite payment of commissions Insights on annuity data from the Annuity Analytics Dashboard eSignature capabilities which allow for faster document preparation and reduced costs associated with paper processing


Support for transitioning your annuity book of business Access to a wealth of carriers and specialty firms Removes the need for you to retain an insurance license Links annuity and life insurance information into NetX360— our advisor portal—as well as investor statements Feeds data into downstream performance reporting applications including third parties via standard files Offers the convenience of fee-based billing

Ask how we can help transform
your business

Featured Solutions and Resources

Thousands of investment choices to meet diverse investor demands, plus a full lineup of resources to help advisors grow their retirement business.

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Robust resources to help you transform your business.

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Accelerate your growth with the expertise of our team of professionals.

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