#USA #Berwyn #annuities #FIDx #Insurance Exchange

FIDx Reaches $3 Billion Milestone in Annuity Transactions

Fiduciary Exchange LLC (FIDx) has made headlines by surpassing a remarkable $3 billion in new transaction processing volume via its Insurance Exchange (IX) platform. This significant achievement, announced on September 9, 2025, comes just six months after the company exceeded $2 billion in transactions in 2024, highlighting the rapid adoption of their innovative solutions within the wealth management sector.

Rich Romano, the CEO of FIDx, emphasizes that advisors no longer need to view annuities as isolated, complex products. Instead, FIDx enables financial advisors to incorporate annuities seamlessly into their clients’ portfolios. This transformational approach positions annuities not just as accessory products but as fundamental components that provide essential income and protection. In today's financial landscape, where clients increasingly seek guaranteed income solutions, FIDx’s IX platform is positioned to meet these evolving demands.

The IX platform integrates seamlessly into existing wealth management systems, greatly reducing friction for advisors. It connects them to over 20 leading annuity carriers, offering both commission-based and fee-based products. This integration allows for a streamlined workflow, minimizing the challenges associated with traditional annuity transactions, such as Not in Good Order (NIGO) submissions, which can delay or even nullify contract issuance.

The surge in FIDx’s transaction volume reflects broader industry trends as well. Recent reports from LIMRA indicate that total U.S. annuity sales experienced record highs in late 2024 and have maintained strong momentum through 2025. This increase in demand is predominantly driven by retirees seeking reliable sources of income in a highly volatile market, effectively illustrating the vital role that annuities play in retirement planning today.

FIDx’s robust growth trajectory aligns with its core vision to revolutionize the annuity processing experience for financial advisors. By enabling advisors to leverage technology that easily incorporates annuities into their offerings, FIDx is redefining how these financial products are delivered. Romano articulates this vision: “We’re making it effortless to deliver annuities to clients, thus ensuring a holistic and balanced approach to retirement planning.”

Fiduciary Exchange LLC stands as a pioneering force in the nexus of technology, brokerage, insurance, and advisory services. The company's commitment to empowering financial institutions and their advisors with integrated annuity solutions is reshaping the traditional advisory landscape. By fusing the brokerage, insurance, and advisory ecosystems, FIDx helps advisors provide their clients with comprehensive financial advice, ultimately assisting them in reaching their financial goals.

In conclusion, FIDx’s impressive milestone of $3 billion in annuity transactions not only reflects the effectiveness of its Insurance Exchange platform but also signals a significant transformation within the wealth management industry. As the demand for integrated financial solutions continues to rise, FIDx is strategically positioned to lead the way into a new era of annuity solutions integrated seamlessly within advisory practices.

For more information about Fiduciary Exchange and its offerings, interested parties can visit www.fidx.io and follow FIDx on LinkedIn for regular updates.