Variable Annuity Advisor Compliance
Monitor sales and transaction activity across a multi-product, distributed sales network with the Lansare Compliance Platform.
Applications
Advisor Owner/Age Analysis.
For a given date range, displays the break-down of sales for each Rep by pre-determined age buckets, such as under age 50, 50-55, 56-60, 61-65, and over 65. The report uses owner age at policy inception
Purchases over Stated Owner Age.
For a given date range and a given owner age, displays the sales that have occurred by Rep on a total policy value and total # contracts basis for clients who meet or exceed the given age at time of policy issue. The report is designed to flag Reps that sell predominantly to clients who exceed the given age.
Purchases over Stated Annuitant Age.
For a given date range and a given annuitant age, displays the sales that have occurred by Rep for annuitants who meet or exceed the given age at time of policy issue. The report is designed to flag Reps that sell predominantly to clients who exceed the given age.
We support complex data needs including multi-carrier, multi-product, customer demographic, risk profile and other third-party data sources. The Lansare Compliance Platform ties seamlessly with front-end and Straight-Through Processing initiatives, and will simplify your post-sale compliance and surveillance activities.
We would enjoy the chance to learn about your compliance priorities and share how our solution can help save you time and money with regard to your variable annuity business. Please fill out the form below and Lansare will get in touch with you immediately.