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