providers, makes it easy to review performance, includes recommendation engines to guide portfolio adjustments, provides a client app to speed approval, and archives all activities. Net result: Reps can use WealthBook to manage new annuity portfolios; they can also generate fee income from existing portfolios on their books that are currently unmanaged.

In addition, WealthBook provides reps with tools and analytics to select and manage portfolios containing other assets such as ETFs, mutual funds and equities. Users can compare different ETFs and mutual funds, analyze equities, stay current with a company's analyst ratings, earnings projections, latest filings — earnings, quarterly p&l, balance sheet and cash flow — and track key ratios vs. selected competitors at a glance.