Cetera has launched a new insurance portal for its affiliated banks and credit unions that the firm says will make it faster and easier for advisers to find and purchase coverage for their clients.
The platform aims to increase application processing speed, improve case management efficiency for advisers, and create "a more simplified and straightforward experience for both advisers and clients in identifying and purchasing life, long-term care, disability and other forms of insurance," Cetera said in an announcement on Tuesday.
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