Cannex users may run and import Cannex annuity quotes directly inside the Cash Flow Decisions tool, without having to sign into Cannex. Whether you’re new to Cannex or you have an account already, contact cannex@cannex.com to get the unique integration Login ID/password needed to complete the simple integration steps below.

Note: If you have an existing Cannex account, you will need to email cannex@cannex.com to get a separate Login ID/password for the PlanFacts integration

Step 1: While on the PlanFacts Dashboard, click on your name in the upper right corner, then click Integrations.

Step 2: From your integrations page, look for the Cannex integration section. Input your (new) Cannex login ID and password, then click Save Changes.

Your Cannex integration is now ready to use.