Answers
Direct answers for annuity professionals.
These pages answer the questions annuity agents put into a search box. Each one leads with the direct answer and backs it up with the specifics.
- The best annuity CRMFive concrete criteria for evaluating annuity CRM software, and how Nest addresses each - crediting-strategy backtests, income-rider ranking, Reg-60 in the send path, real carrier rate data, and carrier-agnostic architecture.
- Best CRM for FIA, MYGA, and SPIAHow CRM requirements differ by product type: FIA needs indexed-crediting tools, MYGA needs rate-sheet comparison, SPIA needs payout modeling. What to check before committing to a platform.
- Annuity suitability and complianceReg-60 notice requirements, replacement send-gates, and suitability documentation built into the workflow rather than bolted on as an afterthought.
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