FIDx Integrates Beacon Research to Streamline Annuity Selection

Until now, the process of evaluating annuity products often forced professionals to toggle between disconnected platforms to compare rates and assemble proposals. By housing Beacon’s industry-standard data inside the FIDx environment, the partnership aims to shift annuity selection from a manual research project into a seamless, transactional experience.

Rich Romano, CEO of FIDx, noted that annuities have historically been data-rich products sold in data-poor moments. This integration seeks to bridge that gap by surfacing guaranteed minimums, bonus rates, and detailed index strategies—such as cap and buffer rates—directly during the browsing process. For the 250,000 advisors who currently rely on Beacon’s data, this update enables side-by-side product comparisons within the same interface used to transact and service client accounts.

Jeremy Alexander, CEO of Beacon Annuity Solutions, emphasized that providing this data at the point of sale helps advisors confidently recommend products while mitigating the risks associated with manual data entry or outdated information. The integration is currently available to financial professionals at firms that have enabled Beacon Research at the organizational level, ensuring that the source of truth for rate intelligence remains consistent throughout the entire advisory process.