Annuity and Insurance Solutions

Annuity and Insurance Solutions - Pershing

Subscribe® offers 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 brokerage 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. Subscribe currently supports fixed and variable annuities, term life, fixed universal and fixed whole life insurance contracts, as well as disability insurance. In addition, as part of NetX360, Subscribe provides a more holistic view of investors’ portfolios which could increase productivity.

  • Take advantage of an online automated order entry system, with approval workflow, money settlement and access to product information, including daily annuity/life pricing and balances on subaccounts—the policy’s underlying investments
  • Benefit from fee-based capabilities, such as purchasing and networking annuities in managed accounts for asset consolidation, fee-based billing and certain performance reporting capabilities
  • Use automated commission processing to expedite payment of commissions through The Depository Trust and Clearing Corporation’s (DTCC) Insurance & Retirement Services
  • Gain new insights from the Annuity Analytics Dashboard—an annuity data, reporting and presentation tool powered by BNY Mellon Intermediary Analytics
  • Increase efficiency and cost savings with eSignature, which allows for faster document preparation while reducing the costs associated with paper processing

Featured Solutions and Resources

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