RetireOne Adds Fee-Based Pacific Life Annuities: Annuity Moves
Valmark has a new signature tool, and Wink has a new sales data portal.
RetireOne will be offering two fee-based annuities from Pacific Life.
RetireOne is adding Pacific Life’s Pacific Oddyssey deferred variable annuity contracts and Pacific Index Advisory non-variable indexed annuity contracts to its annuity menu.
(Related: RetireOne Acquires Edelman Financial’s Broker-Dealer Unit)
RetireOne provides access to life insurance and annuity products to about 900 registered investment advisors.
In other life and annuity market moves news:
Valmark Financial Group, Akron Ohio, has added a new electronic signature process.
Independent financial users can use the new e-signature process to open and service accounts electronically with multiple vendors through one access point.
Valmark’s broker-dealer works with about 300 producing registered representatives.
The list of companies participating in Valmark’s e-signature program includes Charles Schwab, TD Ameritrade, Pershing, American Funds, Nationwide, Jackson National, Equitable, Brighthouse Financial, Securian Financial, Principal Financial and SEI Investments.
Wink, Des Moines, Iowa, says it has updated its sales and market data portal in a way that will give subscribers quicker, easier access to 23 years of life and annuity sales data.
A new dynamic sales query tool can slice and dice the data in new ways, the firm says.
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