Origen unveils online and tele-underwriting for annuities

Origen clients will be able to complete health questionnaires for annuities themselves, and submit them either online or over the phone to Origen technicians. The questionnaire is accepted as a basis of underwriting by all major annuity providers and will speed up the process of shopping around for retirement products, Origen said. The move follows a trend for advisory firms and product providers streamlining the underwriting process. In February, enhanced annuity provider Just Retirement launched a tele-underwriting service via the Openwork multi-tie network. In May, Just Retir...