AFFIRM® for Life

Wizard-Based Collaborative Selling Tool

Key Benefits

Ensures SEC, FINRA, and state compliance with customized workflows and suitability reviews

Provides a value-added service by selling insurance to portfolio clients

Decreases cycle time to policy issuance and reduces the possibility of lost sales

Key Features


Integrated components include quoting, illustrations, forms, e-App, reporting, e-Delivery, and more

Supports All
Life Products

Available for term life, universal life, whole life, variable life, long term care, disability income, and more

Customized Workflows
& Suitability Reviews

Built-in support for suitability reviews, compliance management, and your unique business processes

Product Resources