Santa Monica, Calif. – National Planning Holdings Inc. has added a library of direct sponsor forms and applications to its Web-based representative workstation system, Electronic Order Entry (EOE). NPH is a broker-dealer holding company and an affiliate of Lansing, Mich.-based Jackson National Life Insurance Co.With thousands of providers and products represented on EOE, the new direct sponsor functionality is the latest step in NPH's effort to provide technology solutions that help representatives improve the efficiency of their practices.
NPH is among the first independent broker-dealers to integrate direct sponsor paperwork with a paperless workflow and order entry system. Furthermore, the advanced technology capabilities of EOE enable the system to continually look for updates and automatically replace outdated forms with current, approved versions.
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