My feedback

1 result found

1. Link up with fixed index annuities from insurance companies like AVIVA, security benefit life, Allianz, american equity, ING, NAwal, LSW etc

   70 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   4 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   An error occurred while saving the comment
   Elizabeth Cacaj commented  ·  Jun 13, 2022  ·  Delete…

   For fixed and VA's it would be beneficial to link to the custodian, however, the ability to add the account and the value manually would be a great feature in the meantime. Currently, the account value does not total into the Portfolio Balance. We have a lot of client's that strictly have Fixed/VA Business only, but their Portfolio Balance shows as $0. From an overview of our book of business, these clients do not show as "priority".

   Save Submitting...
   Elizabeth Cacaj supported this idea  ·  Jun 13, 2022