Solutions

Purpose Driven Solutions

In an industry with ever-changing product and regulatory complexities, overcoming these challenges can seem daunting. Finding the right FinTech firm to help can also be intimidating and critical to your success.

Beacon Annuity Solutions has a finger on the pulse of the industry along with over 100 years of combined industry experience. With our expertise and industry insight, we can help your firm identify innovative, client-centric solutions that can improve efficiency and profitability.

Services Available

Research Portal

AnnuityNexus, Beacon’s research portal, is a highly customizable system utilized by carriers and distributors alike in support of their day-to-day operations. With AnnuityNexus, you gain access to a comprehensive overview of products (e.g., fixed, indexed, variable, and RILA) going back well over 20 years along with corresponding sales. Click here to learn more.

Data Feeds

Beacon has a long history of providing data feeds to all sizes and types of organizations. Whether the data is utilized to support the competitive and product development needs of the carrier, or the product management and field supervision efforts of the distributor, each one is crafted to those unique needs. We work with you to identify the appropriate data set, format, and method of delivery.

Third Party Integration

Concise and accurate data can be the linchpin to improving your customers’ experience. Whether it’s order entry, illustrations, or a ‘book’ review service, Beacon can integrate its data with most third-party systems. Our consultants will work with you to identify a custom solution to give your firm the competitive edge.

Consulting Services

Let us help your company capitalize on growth opportunities and profitability. Beacon is here to help clients carefully consider new product or distribution opportunities while foreseeing potential challenges. Gain insight with Beacon Annuity Solutions.

Who We Support

Whether you are a Carrier in need of a data solution to support your product development and sales efforts, a Distributor looking to support your sales team, a Third-Party Vendor searching for a data solution, or a Financial Professional researching the best product for their client, Beacon has a solution to meet your needs.

Modernize your product development and rate-setting efforts through real-time access to all the annuity product and sales information required to gain a competitive edge. Whether it’s workstation access or an API to drive your pricing and analysis tools, Beacon has the solution for you.

While effectively managing your firm’s product shelf, also maximize sales and minimize compliance risk by providing your agents and advisors with the tools necessary to successfully navigate the current regulatory environment. Contact us to learn about our custom solutions.

Considering a data solution to improve your customers’ experience? Look no further than Beacon. Our consultants will work with you to identify a custom solution to give your firm the competitive edge.