Product Trends

AGENTS & BROKERS

Equitable Life Launches Fully Digital Group Benefits Application to Help Advisors and Clients Save Time . Press release, May 1, 2023.

Equitable BenefitsApply is a fully digital application that was designed with input from group benefits advisors. BenefitsApply features a fully digital online application with pre-filled standard application fields.

Manulife Singapore Introduces Manulife Pro, Its First-Ever Recognition Programme for High-Performing Financial Consultants. Singapore Business, May 30, 2023.

Manulife Pro is the first-ever comprehensive premier recognition programme for high-performing financial consultants in Asia. The programme comes in three tiers — Gold, Diamond, and Platinum — which will determine the benefits and business support available to the consultants.

Canada Life Launches Professional Trustee Service. Press release, May 23, 2023.

Canada Life has launched a Professional Trustee Service, partnering with ZEDRA, to provide a simple way for advisers and their clients to set up and manage a trust, ensuring the rules and guidelines are adhered to. ZEDRA is a highly experienced, STEP award winning team of trust experts.

Sureify, CalcFocus Join Forces to Reimagine Life Insurance Illustrations. Coverager, June 26, 2023.

The partnership is expected to simplify access to valuable illustration information for life insurers by providing a digital link to data within the client sales experience. Agents will be able to initiate CalcFocus illustrations from within Sureify’s digital experiences.

Sproutt Introduces Generative AI Capabilities to Take its SmartLife Agent Platform to The Next Level. PR Newswire, May 23, 2023.

A ground-breaking AI engine, currently available only to limited groups, will boost Sproutt’s SmartLife platform. The platform's capabilities will be supercharged by generative AI technology, empowering agents, and agencies with more predictive product fulfilment and "first-in-the-industry" client engagement capabilities based on Large Language Models (LLM) technology.

Mutual of Omaha Launches Retirement Right Quoting Portal . Press release, April 17, 2023.

Retirement Right Quoting portal is a new self-quoting portal for financial advisers. The portal enables advisers to quote and build a retirement plan in an ongoing online experience.