Raymond James Tuesday launched RightBRIDGE Annuity Wizard, which helps identify the most suitable annuity products for clients.
The RightBRIDGE Annuity Wizard, a new component of the company's sales intelligence solution, gathers key information from clients about their preferences for income, liquidity, time horizon, risk tolerance, expenses, and guarantees.
"The calculation engine then configures and filters the company's inventory of available annuities and living benefit options then rank orders those that best meet the client's objectives." says a press release from RightBRIDGE. "One highly desirable feature of RightBRIDGE is that it provides robust audit text that assists the professional in communicating how the specific annuity and living benefit configuration meets the client's needs. Reason text also describes for the client and future heirs a disciplined approach used to determine suitability."