SIMON Markets and Raymond James Financial have reached an agreement to bring SIMON’s end-to-end digital platform for annuities to Raymond James’ 8,000 plus advisor force.
The new partnership extends SIMON’s Annuities and Insurance Services insurtech module to Raymond James’ national network of advisors ‘to radically simplify wealth management through product education and analytics’. Raymond James advisors will be able to access the platform via single-sign-on connectivity, ‘delivering an engaging digital experience with access to on-demand training and analytics for annuity products approved at Raymond James’. ‘Given the diversity and breadth of annuity produ
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