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March 08, 2021 at 11:54 AM
What You Need to Know
- Distribution deals are hot.
- So are retirement plan fiduciary services.
- Georgia employers are getting a multiple employer retirement plan program.
Simon Annuities and Insurance Services LLC says Brighthouse Financial Inc., of Charlotte, North Carolina, has agreed to distribute its annuities through the Simon’s Marketplace annuity exchange.
The exchange also has distribution agreements with Global Atlantic, Symetra, Great American and Allianz Life.
In other annuity moves news:
The Alliance for Lifetime Income, based in Washington, has posted the second edition of its Annuities Language Glossary at ProtectedIncome.org.
The alliance has based the glossary partly on its own survey of about 1,000 consumers.
The alliance has also updated its Annuities Language Discussion Guide, which provides advice on how financial professionals can talk to clients about annuities in a consumer-friendly way.
Luma Financial Technologies, of Cincinnati, says Insurance Technologies LLC, of Colorado Springs, Colorado, will be distributing its Luma Annuities annuity sales system.
Insurance Technologies offers the FireLight insurance and retirement products sales system.
The Luma system offers information about annuities and tools for tracking annuities that an advisor has already sold as well as tools for selling annuities.
Group Annuity Moves
Equitable, of New York, has introduced the Equitable Retirement Vision defined contribution retirement plan program.
