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In today’s advisory landscape, annuity business is full of opportunity—but also full of operational landmines that quietly drain time, revenue, and client trust. Many advisors don’t realize just how much efficiency, accuracy, and client experience are lost in the cracks of a disorganized annuity process. Here are the most common workflow bottlenecks that slow down production and create unnecessary frustration: ⸻ 1. Carrier-Specific Requirements Every carrier has its own forms

The financial advisory landscape in 2025 is more demanding than ever. Advisors face heavier workloads, stricter regulations, and increasingly complex products. Managing client relationships is no longer enough. Advisors must also handle compliance, documentation, and administrative tasks that consume valuable time. This growing pressure makes back-office support not just helpful but essential for success. Back-office support helps advisors manage paperwork efficiently Complia