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SS&C Black Diamond Expands Annuities & Insurance Marketplace with New Insurance Capabilities and Carriers

  • SS&C Technologies and DPL Financial Partners expanded the Annuities & Insurance Marketplace (AIM) within SS&C Black Diamond® Wealth Solutions to include new term life quoting & policy review services.
  • Jackson National Life Insurance Company & Protective Life Insurance Company joined AIM, bringing the platform's integrated carrier roster to seven.
  • Jackson offers annuities designed for the RIA channel to help integrate tax-deferred growth, protected income, & retirement planning strategies.
  • Protective provides annuity & life insurance solutions addressing both accumulation & protection needs for clients.
  • Other carriers on the platform include Allianz Life, Midland National Life, MassMutual Ascend Life, Pacific Life, & Security Benefit Life.
  • The integrated Term Quoter allows advisors to quickly compare quotes from A & A+ rated carriers.
  • New policy review capabilities help identify coverage gaps within a client's portfolio.
  • Recent AIM enhancements introduced since January include pre-filled applications, annuity reviews for legacy contracts, & enhanced insurance modeling & reporting.
  • These updates enable advisors to quote term coverage, conduct in-depth policy reviews, & manage insurance as an advisory asset within their existing workflow.