Easily identify carriers’ exchange and transfer requirements BEFORE starting the transfer process.
Prior to the advent of the 1035YellowPages, transfer processes could take 2 to 6 weeks with documentation frequently waiting for errors to be resolved. Using 1035YellowPages at the time of sale and for back office processing reduces mistakes, overhead costs, and turnaround times. When used in conjunction with the DTCC carrier to carrier replacement automation initiatives the entire replacement process can happen in as little as two days.
The 1035YellowPages database provides detailed records on over 3,100 ceding companies including 100 percent of annuity and life insurers, top banks, mutual funds, broker-dealers, and pension administrators. The database accurately captures the constantly evolving industry landscape, including mergers, acquisitions, and rebranding initiatives. Automated access of up-to-date contact, processing location, and replacement information by product type for 100 percent of annuity and life insurers, top, banks, mutual funds, broker-dealers, and pension administrators
