Annuity Solutions

Annuity and Insurance Solutions - Pershing

Pershing facilitates relationships with many of the nation's prominent insurance companies.

Our annuity solutions help advisors serve investor retirement income and financial planning needs with fixed, indexed and variable annuity products.

A More Complete Picture

Advisors gain a more complete picture of an investor's portfolio. Information on both networked and non-networked annuity contracts and investment portfolio information is accessible through the platform.

Investors Stay Informed

Investors gain access to information regarding their annuity positions and transactions through monthly consolidated account statements.

Business Metrics and Compliance

Through the Annuity Analytics Dashboard, firms can see, sort and share the metrics behind their existing annuity business. Access to this data assists firms in providing requested new-business compliance information and key documentation for compliance oversight.

Featured Solutions and Resources