Investment Product and Service Launches

Orion Client Portal Connects With Redtail CRM  

Orion Advisor Solutions, which provides an all-in-one adviser and client solutions platform, announced it has incorporated Orion’s client portal within Redtail CRM, complete with a mobile app.  

Orion’s client portal is now fused within Redtail CRM, eliminating cumbersome manual data entry and allowing clients to manage their wealth and collaborate with their financial adviser with more ease, according to an announcement.

“We are excited to roll out the industry’s first CRM with a connected client portal, made possible by our acquisition and integration of Redtail Technology,” said Eric Clarke, Orion’s founder and CEO, in a statement. “This is something no other CRM provides and will vastly improve the client experience and deepen relationships between advisors and their clients.” 

Thrivent Adds New Multi-Year Guarantee Annuity  

Thrivent, a diversified financial services organization, announced the launch of its Multi-Year Guarantee Annuity product solution.  

The deferred fixed annuity gives Thrivent clients a flexible solution for the current interest rate environment. It offers multiple guaranteed fixed-rate options along with the features and tax benefits of a traditional annuity. 

“We know that MYGA solutions are especially attractive as more clients consider fixed annuity solutions during this higher interest rate environment,” said Mike DeKoning, Thrivent’s senior vice president of insurance and wealth management solutions. “Our MYGA solution is easy to understand, provides certainty to clients in an uncertain time and is backed by the financial strength and stability of Thrivent.”  

VIU by Hub Announces Launch of Mobile App and Enhanced Digital Wallet 

VIU by Hub, a digital insurance brokerage platform, announced a new mobile app and enhanced digital wallet.  

With VIU’s mobile app and enhanced digital wallet, consumers can navigate personal insurance policies across auto, home, condo, renters, life and pet. Consumers, even if they are not VIU customers, can also import existing policies from various carriers across 20 types of insurance. 

“Our enhanced digital wallet and new mobile app allow consumers to view their coverage holistically, regardless of whether they obtained it through us, and receive impartial advice on how best to move forward when it comes time to renew,” said Bryan Davis, executive vice president and head of VIU, in a statement. 

Family First Life Introduces Sales Conference Experience 

Family First Life announced a summer sales conference kicking off on June 1, with events in 16 locations, including cities in Georgia and Florida.  

The training will center on life insurance sales for both new and experienced agents. Key training will focus on in-home sales, hybrid sales, telesales, annuities and indexed universal life. The conference will also focus on annuity writers for the company’s FFL Simple Retirement Solutions branch.  

“Our Summer Sales Conference is a great experience for agents to receive customized life insurance training,” said Shawn Meaike, founder and president of Family First Life, in a statement.