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COVID 19: Update

We hope this message finds you safe and well as we all collectively experience these unprecedented times in history. Most families are coping with major disruption in their daily lives and uncertainty about the economy and we are mindful of this impact on everyone. We also know that we—as an industry, as a country and as a society—are stronger when we stand together, and we stand with you during this time.

As a technology firm, we are able to remain fully functional in support of financial advisors and our distributor firm and insurance carrier partners. We want to offer assurance that we are here, all of our employees are all online and accessible, and we will continue to work to support our overall goal of helping advisors better serve their clients.

We are collectively regrouping several times a day to stay updated on the global crisis, its impact on the economy and our industry and we will continue to support our employees and our partners throughout this always-evolving environment.

 We thank you for being our valued partners and wish each of you continued health and well-being.

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