Market Volatility, Secure Act regulations, and uncertain times make it more important than ever for employer sponsored retirement plans to provide education and access to guaranteed income in retirement. Retirees need piece of mind they won’t outlive their retirement assets. Plan sponsors and their advisors need access and safe harbor protections as they provide this service.
Our ANNUA Direct Quote platform does both. ADQ can help employers and their advisors model guaranteed monthly income for life. ADQ can help plan sponsors ‘pensionize’ their retirement plans without the long-term liabilities, financial risk, and cost associated with traditional pensions.
Instantly access live quotes from highly rated insurance carriers. Quotes are immediate and available 24/7.
Our fully customizable ADQ platform allows for easy integration into your existing service. Plan administrators can integrate on demand, real time quotes into their distribution options and fulfill mandated disclosure requirements. Advisors can add the tool onto their existing platforms. Integrations can be as large (or as small) as you would like. All integrations will help meet the new SECURE Act regulations requiring income disclosure on statements.
Our recent partnerships have already taken advantage of this program.