All The Tools You Need For Annuity Maintenance, In One Location

Annuva enables users to better service annuities by giving them one tool for financial and non-financial transactions, all while making the process simple, efficient and transparent.

  • Withdrawals & Surrenders, including one-time partial and systematic withdrawals
  • Fund Transfers and Rebalancing
  • Rep Changes, such as Rep ID Number changes
  • Client Changes, such as beneficiary, address, and other demographic changes
  • Dollar Cost Averaging
  • Rider Changes