If you’re a wealth management firm looking to integrate insurance within your practice, ChangePath is the solution you’ve been waiting for.
As a turnkey asset management platform (TAMP), ChangePath provides a unified managed household approach that illustrates the overall impact of fixed indexed annuities (FIAs) into the Modern Portfolio Theory.
Utilizing ChangePath will help grow sales and decrease administrative overhead, which leads to more efficiency and profitability across your practice. Grow your time availability by up to 90 percent, increasing opportunity for you to focus on revenue-paying behaviors instead of time-consuming administrative tasks.
Integrating FIAs will increase profitability—and your exit evaluation—while at the same time driving you to be more compliant because of suitability with ChangePath’s software.
ChangePath makes firms better and replaces multiple solutions into one cohesive, intuitive platform.
Give the ChangePath sales team a call at 888.798.2360 to request a live demonstration and let’s start the conversation.
Welcome to the evolution.