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What annuity distributors should build, buy, and own

This guide helps annuity distributors decide which parts of the advisor experience to build, source, integrate, or simplify—and where to focus engineering capacity.

Build or Buy playbook

What's Inside:

  • Use a six-question scorecard to identify what differentiates your business.
  • Choose whether to build, consume, integrate, bridge, or simplify.
  • Map 13 workflow layers against available services and industry standards.
  • Plan for evolving standards and code you can replace.
  • Sequence investments with a practical roadmap and three worked examples.