CommInsure annuities are now available via Colonial First State platforms, meaning more convenience for you and more comprehensive service for your clients.
CommInsure annuities via Colonial First State platforms offer:
- Real choice. With a choice of providers and annuities you can easily tailor your client’s portfolio to their specific retirement needs.
- Streamlined applications. The application process is easy using pre-populated information from your client’s platform account.
- Consolidated reporting. Reduce administration and spend more time servicing your clients. Colonial First State platforms provide consolidated client reporting meaning you can easily keep track of your client’s retirement assets.
- Improved efficiency. It’s easy for you to execute and report on your client’s retirement strategy with an annuity sitting alongside their other investments.
- Market-leading support and resources. Colonial First State’s market-leading technical support, client education resources and other tools can support you in delivering quality advice to your pre and post retiree clients.
Further information, quick quotes and application forms are all available online.