Multi-Insurer TDF

Asset manager's operating insurer connectivity hands-free

Guarantees are priced and insurers selected automatically - no manual selection or contribution allocation

Multi-Insurer TDF

Asset manager's operating insurer connectivity hands-free
Guarantees are priced and insurers selected automatically. No manual selection or contribution allocation.
Image

Multi-Insurer TDF

The unique product path is built into the MARS™ system to run all transactions

Product Path Intelligence:

  • Glide Path
  • Insurer Pricing
  • Selection Engine
  • Blended Rate
Image

Governance

The ability to add and remove insurers as needed makes prudent decision making easier
Image

Secure

All data will flow through encrypted forms of communication
Image

Plan Portability

Easily integrate with new recordkeepers via the single connection for product operations
Image

How It Works

Insurer Connectivity
  1. Transaction data fed into MARS™ by recordkeeper
  2. MARS™ recognizes Product Path and carves out allocation to lifetime income
  3. Guarantees are pulled via Life Insurer APIs
  4. Life Insurer allocations are predicated via Selection Engine
  5. Stakeholders are updated on guarantees, wins and settlements

Recordkeeper is updated with plan participant guarantees, life insurers are update with business won, and asset managers are delivered settlement notifications

Get Started →