Envestnet's Insurance Platform Now Gives Advisors American Equity And Eagle Life Annuities

Fiduciary Exchange LL (FIDx), a product-agnostic retirement platform solution that allows insurance carriers to offer insurance solutions through wealth management platforms and other platforms, today announced partnerships with insurance providers American Equity Investment Life Insurance Company and Eagle Life Insurance Company.

The partnership makes annuity solutions from both insurance entities available to financial advisors through FIDx by way of the Envestnet, Envestnet | MoneyGuide and Halo platforms, as well as directly through FIDx's Protection Intelligence platform.

You can learn more now by reaching out to Envestnet via our VIP Messenger. And if you'd like to do a little more due diligence first, start the research process on the TAMP Dashboard.

The announcement is the latest in a series of partnerships FIDx has forged to deliver on its mission of meeting financial advisors where and how they do business. FIDx is a centralized retirement marketplace that brings together industry-leading insurance carriers to offer protection and income solutions through a highly streamlined and frictionless process.

"American Equity and Eagle Life are industry leaders who add depth and breadth to our product offering," said Rich Romano, Chief Executive Officer at FIDx. "At FIDx, we are embarking on a mission to completely revolutionize the industry and this addition of American Equity and Eagle Life underscores our commitment to delivering on our promise of names you know and products you need by being a platform you'll love."

For insurance providers American Equity and Eagle Life, the partnership opens access to their products during a time when many individuals are worried about having enough income in retirement.

"This partnership furthers our mission of providing income stability for retirees through innovative and secure products," said Anant Bhalla, Chief Executive Officer at American Equity. "We are proud to partner with FIDx and advance our technological platforms to more seamlessly connect financial advisors with our annuity products to better address the needs and goals of individuals entering retirement."

Ted Hughes, Chief Information Technology Officer at American Equity, added, "At American Equity, we continually seek ways to improve the digital experience of our customers. Our partnership with FIDx will help us accomplish that goal and accelerate the execution of our AEL 2.0 strategic plan by helping evolve our digital and technological capabilities through online marketplaces."

FIDx offers a strong lineup of both commission- and fee-based annuities from AIG Life & Retirement, American Equity, Allianz Life, Brighthouse Financial, Eagle Life, Global Atlantic Financial Group, Jackson National Life Insurance Co., Nationwide, Prudential Financial, and Transamerica. Financial advisors can access FIDx to plan, research, compare, propose and manage income and protection solutions through Envestnet, Envestnet | MoneyGuide and Halo, as well as directly through FIDx Protection Intelligence.


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