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AFFIRM® for Life / AFFIRM® for Annuities


AFFIRM® for Life is a wizard-based, collaborative selling and processing solution, designed to guide advisors throughout the entire life insurance selling process while providing a high-level of interaction with the carriers and BGAs who support their selling activities. AFFIRM for Life enables customized compliance review by regulated financial institutions with integration to validate license and appointment status for advisors.

AFFIRM® for Annuities utilizes a wizard-based approach to streamline order entry and reduce rework and Not in Good Order transactions for both fixed and variable annuity products. Fully compliant both internally and externally, AFFIRM for Annuities utilizes the ACORD product profile, allowing carriers to provide financial institutions all of their product rules electronically, using a standard method.


Lisa Shea

222 Valley Creek Blvd
Suite 300
Exton, PA 19341 USA

Phone: 484-348-6555
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