Ansurex is the required operating software for annuity case execution
Ansurex is the required operating software for participation in applicable TFC lead, case-partnership, and case-execution platforms. It is not necessarily required for every standalone technology purchase. It handles allocation, compliance documentation, case maintenance, and support from submission to commission.
- Allocation
- Goal-first
- Compliance
- Built-in
- Case support
- End-to-end
Allocation
Allocation is the pitch
A product pitch sells one annuity. An allocation strategy documents a retirement plan. Ansurex builds the strategy with the math and documentation to support it.
Goal-first modeling
Start from the client's income need, time horizon, and risk profile. Ansurex reverse-engineers the allocation that fits, not the product that happens to be favored.
Carrier-neutral comparisons
Side-by-side comparisons across fixed, indexed, and income annuities from appointed carriers. No bias — just the math and suitability documentation.
Illustrated income projections
Show multi-year income and account value scenarios in a single view so clients understand what their money is designed to do.
Blended strategy builder
Split premium across multiple products in a single case and document why the blend may be appropriate for the client's situation.
Workflow
From first call to submitted case
Intake
Enter the client's assets, income need, and goals. Ansurex pulls in current annuity contracts and surrender schedules where applicable.
Allocate
The engine models blended allocations across appointed carriers and documents the rationale for the recommendation.
Present
One clean proposal with charts, projections, and a plain-English rationale — the client sees the 'why' behind the recommendation.
Submit
Compliance package and replacement analysis are attached. The case moves to the carrier with the required documentation.
Beyond allocation
A full operating system, not just a proposal tool
Allocation is how Ansurex opens the conversation. Case maintenance, replacement analysis, compliance, and client-ready proposals are how it closes the loop.
Case maintenance
Track every case from submission to commission — pending requirements, carrier follow-ups, and status updates in one queue.
Replacement analysis
Automatic 1035 modeling with surrender charges, bonus recapture, and free-partial withdrawals so replacements are documented appropriately.
Compliance workflow
Suitability, best-interest disclosures, and state-specific forms generated with every proposal.
Client-ready proposals
Brandable PDF proposals with charts, projections, and plain-English rationale that can be reviewed with the client.
Compliance & documentation
Every proposal ships with documentation
Ansurex bakes replacement analysis, suitability, and state-specific compliance into the same workflow used to build the case. Nothing bolted on. Nothing forgotten.
- Replacement (1035) analysis with surrender-charge and bonus recapture math
- Suitability and best-interest documentation generated with proposals
- State-specific compliance checks designed to reduce carrier bounce-backs
- Version-controlled client-ready PDF proposals
Required for applicable participation
Ansurex is the required operating software for participation in applicable TFC lead, case-partnership, and case-execution platforms. Individual technologies may be purchased separately when operationally appropriate. Exact access, user counts, costs, responsibilities, and requirements are established through the applicable agreement, and vary by jurisdiction, licensing, and contract.