Great American Life®’s commitment to make annuities easily
accessible to registered investment advisors (RIAs) remains strong with
the launch of two new technology solutions.
The latest solutions include Client Relationship Management (CRM)
integration and the electronic delivery of contracts. The new CRM
capabilities allow advisors to import client information into the
company’s electronic application system with ease. Electronic delivery
further expedites the new business process by delivering annuity
contracts within 24 hours of activation.
“One of the biggest challenges with integrating annuities into the RIA
market is the perception of complexity. That’s why, at Great American,
we believe success comes from simplicity. We are making processes easier
and more streamlined for advisors and their clients,” said Tony Compton,
Divisional Vice President of Broker/Dealer and RIA Sales, Great American
“It’s imperative to provide technology and support that allow the
products to seamlessly integrate with a fee-based portfolio.
Additionally, advisors want transparent products with strong guarantees
and no surprises.” Compton continued, “We’re making all of that happen,
and we’ll continue our mission to be a leader in developing new
technology that brings annuities to the RIA world.”
Since launching the industry’s first fee-based annuity in 2017, Great
American Life has introduced several other technology solutions to
support RIA needs:
State-of-the-art tools and resources
Thousands of advisors have visited GreatAmericanRIA.com
to explore innovative tools and resources that illustrate the potential
benefits of including a fee-based annuity in their clients’ portfolios.
One of the site’s most popular features is a Portfolio Simulator, which
allows advisors to build a hypothetical portfolio and analyze the impact
of adding a fee-based annuity.
Streamlined new business process
Quick AppSM is Great American’s electronic application system
that was designed specifically for RIAs. It allows advisors to quickly
complete the application process, pre-populating information and
providing real-time alerts to help eliminate the chance of errors.
Expansive data integration
Knowing the importance of reporting and data in the RIA space, Great
American has built relationships with many of the top financial
planning, portfolio management and reporting software companies, as well
as data aggregation platforms, including Orion, Quovo, eMoney,
EnvestNet, Tamarac and more. These relationships allow advisors to
receive detailed annuity values within the same software they are
already using to manage client portfolios.
The annuity operations of Great American Insurance Group (GAIG) offer
retirement solutions through the sale of traditional fixed,
fixed-indexed and variable-indexed annuities in the retail,
broker-dealer, financial institutions, registered investment advisor and
education markets. Annuity subsidiaries include Great American Life
Insurance Company® and Annuity Investors Life Insurance
Company®. GAIG’s roots go back to 1872 with the founding of
its flagship company, Great American Insurance Company. The members of
GAIG are subsidiaries of American Financial Group, Inc. (AFG). AFG’s
common stock is listed and traded on the New York Stock Exchange under
the symbol AFG. AFG is a Fortune 500 Company with assets of
approximately $65 billion. Learn more at GAIG.com.