Filed Under:Annuities, Sales Strategies

Primerica taps FireLight for annuity application software

Primerica, Inc., a third-party distributor of financial products to middle-income households in North America, is the first distributor to use Insurance Technologies LLC’s FireLight software for its e-application business fulfillment platform for its annuity business.

Offered under the name AnnuityPro, FireLight is accessible to Primerica advisors through the Primerica Advisor POL portal. The distributor will utilize FireLight to process annuity applications, including client onboarding documents, suitability forms and state-filed forms. All orders will be routed electronically to the Depository Trust & Clearing Corp. By using a HTML5 technology, FireLight can be viewed and operated on a tablet device.

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Nichole Morford

Nichole Morford
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