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Subscribe Fact Sheet The Pershing Advantage Are you leveraging technology to drive your annuity and Subscribe® complements your insurance business? Subscribe offers streamlined annuity current investment and retirement sales and servicing, with access to many of the country’s planning products to help you deliver leading insurance companies. Easily network or link directly a comprehensive financial plan to your clients. Since retirement accounts held annuity and life contract information to an existing can be used to consolidate qualified brokerage account on the Pershing platform. annuity positions, you can encourage ® your clients to consolidate additional Subscribe, integrated within NetX360 , provides greater visibility into your assets under management. business. Subscribe currently supports fixed and variable annuities, term life, fixed universal and fixed whole life insurance contracts, as well as disability insurance. In addition, Subscribe provides a more holistic view of investors’ portfolios allowing your advisors to function more efficiently and effectively. Diverse product options and a variety of state regulations can make annuity transactions complex. In addition, annuity assets held outside of brokerage accounts can make it difficult to manage your clients’ overall financial picture. Subscribe’s rules-driven order entry system and the ability to combine information on annuity assets held away into your clients’ brokerage accounts solve both of these problems. The result is more in-good-order transactions and access to a complete picture of your clients’ investment portfolios. Consolidated account information is available to you and your clients through NetX360 and NetXInvestor®, our online investor platform, as well as on monthly brokerage statements. Take advantage of Subscribe’s online solutions and benefit from: › Online annuity order entry › eSignature capabilities › Same-day money settlement › Annuity and life consolidation › Daily balance updates › Faster commission settlement › Robust performance reporting Subscribe also supports fee-based annuities in managed accounts including the ability to: › Purchase annuities online through our order entry system › Network fee-based positions to brokerage accounts › Leverage billing calculations to simplify accounting › Generate performance reports through Albridge Wealth Reporting For financial professional use only. Not for distribution to the public. Key Features Current Subscribe Sponsors › New annuity purchases AEGON/Transamerica2 (A) (E) Lincoln National Life (L) (A) (E) › Subsequent purchases Allianz Life (A) (E) Mass Mutual (E) › 1035 exchanges and AIG (A) Midland National/Sammons (L) qualified transfers American Equity (E) Minnesota Life › eSignature capabilities American General Life (A) (E) Modern Woodmen of America (L) › Document imaging to capture American National Nationwide Life (L) (A) (E) required annuity forms (R) Ameritas Direct1 (L) New York Life2 (A) (E) › Commission processing for annuity Athene (L) Northstar Financial (Bermuda)1 positions and life insurance contracts AXA (L) (A) (E) Old Mutual (Bermuda)1 › Linking of existing direct annuity 1 positions and life insurance contracts Beechwood Bermuda (L) OneAmerica/AUL (L) Brighthouse Life Insurance Company/ Pacific Life2 (L) (A) (E) › Daily subaccount pricing MetLife Insurance Company (L) (A) (E) and balances Penn Mutual CMFG Life › Same-day settlement Principal Life (A) (E) Commonwealth Life (A) Protective Life (A) (E) (L) › Real-time order status Delaware Life (A) Prudential (A) (E) (L) › Forms in e-Document Suite™ (R) Eagle Life (L) Reliance Std. Life (L) (A) › Annuity reporting available through 1 Fidelity Investments Life RiverSource › Report Center and eAnalytics (R) Forethought Life (A) Sanlam Global (Bermuda)1 › Confirmation of client liquid net worth 1a Genworth Financial (A) Security Benefit Life (A) suitability requirements (R) Great American Life (A) Standard Life (L) (A) › Smart forms wizard (R) Great West Life (L) (A) Sun Life Bermuda1 (E) › Customizable suitability questions (R) Guaranty Income Life Sun Life Financial1 (E) › Two levels of approval (R) Guardian Life (A) (E) Symetra Financial2 (L) (E) (A) 1 › Intrusive alerts The Hartford (A) (L) Universal Life Insurance › Online audit trail (R) Integrity Life (A) Vantis Life (L) Jackson National2 (A) › Commission netting Venerable Insurance and Annuity (L) 1 Jefferson National 2 › The Rules Engine™ (R) Voya (L) (A) (E) 1a John Hancock Western National Life/ Knighthead1 (L) SunAmerica (A) (E) Liberty Mutual Life (L) (A) Western Southern Life (A) (E) To learn more about Subscribe, ©2019 Pershing LLC. Pershing LLC, member FINRA, NYSE, SIPC, is a subsidiary please visit pershing.com or the of The Bank of New York Mellon Corporation (BNY Mellon). Pershing does not Annuity Solutions product suite in provide investmen advice. Professionally managed investment advisory services, Marketing Center within NetX360. if offered, are provided by Lockwood Advisors, Inc. (Lockwood), a Pershing affiliate and an investment adviser registered in the United States under the Investment 1For consolidation only; 1aFor Sub-Pay Only Advisers Act of 1940. For professional use only. Not intended for use by the general 2With new Annuity REP Change Request feature public. Trademark(s) belong to their respective owners. (R) Requirements mandated by FINRA Rule 2330 (L) Life positions available (A) Attachments pershing.com (E) eSignature capabilities One Pershing Plaza, Jersey City, NJ 07399 PER_0919_4997_FST FS-PER-SUB-9-19.
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