Every client has a unique situation, and the product landscape is always changing. That is why having an annuity and insurance back office like Mach96 is necessary for Financial Professionals. Representing more than 30 insurance companies, we can help streamline the process for the advisor when doing due diligence for their clients.
Our sales professionals are seasoned and have a vested interest in your success.
We use Morningstar software to detail existing annuities. Using this data, we can help provide knowledge that can uncover opportunities.
Well, that’s where we come in. And maybe we’ll help uncover an opportunity.
Your designated sales professional will be with you every step of the way. Once you know what carriers and products you want to use, they will assist you in getting everything you need to write.
We use software intelligence from SuranceBay, a world class Saas platform that allows us to license Financial Professionals with multiple carriers.
At Mach96, we believe you cannot discover new blue oceans unless you have the courage to lose sight of the shore. We have a vast array of internal and external resources.
For Financial Professionals looking to grow and innovate their business, we can help.
We also have preferred partners for:
We’re looking forward to working with you!