Investment Solutions

The National Financial^® Annuity Management Program^SM is a flexible program designed to help broker/dealer clients effectively process and manage their annuity transactions, commissions, and postings. The National Financial program may help improve your brokers' and advisors' annuity sales experience by providing tools that allow them efficiently process, pay commissions, and manage their clients' accounts. You can utilize all key components of the solution together, or build upon them separately as resources, technology and needs evolve.

Annuity Processing provides a straight through annuity application, subsequent payment processing via a single sign-on and integration into Streetscape^®, via an alliance partnership with EbixExchange¹. You will have access to currently 24 insurance carrier families as of November 2008 and may potentially benefit from operational efficiency, built-in suitability and compliance checks, as well as reduction in NIGO's by utilizing carrier-driven product rules.

Annuity Commission service may help improve accuracy and efficiency by automating back-office commission data entry and reconciliation. Commissions are settled via firm's settlement account, and carriers send daily or weekly commission files.

Annuity Posting gives you access to more than 40 insurance carriers who update values daily, weekly or monthly. Values are for fixed, indexed and variable annuity products, and includes total values as well as subaccount values, providing a consolidated view of your client's entire portfolio on Streetscape, myStreetscape^® and monthly brokerage statements.

¹Some annuity processing capabilities are provided by EbixExchange — a division of Ebix, Inc. (NASDAQ: EBIX), a third-party vendor not affiliated with National Financial Services LLC.