CUNA Mutual Group has selected iPipeline’s AFFIRM for Annuities platform to extend advisors’ digital buying, selling and processing capabilities, the company announced today.
AFFIRM for Annuities, an order-entry platform, will support all customized workflows while ensuring FINRA, SEC and state compliance, according to the companies. CUNA Mutual's new order-entry software is scheduled to deploy in the fall.
“Hardworking Americans are looking for investment products that are simple and easy to understand” said Bob Buckingham, vice president of annuities at CUNA Mutual Group, in a statement. “Technology is a critical part of strengthening the investment experience between advisors and their clients. With the accelerated pace of today’s investment environment, our ability to introduce new, innovative annuity products quickly into the market is critical to our advisor community.”
