David Stone shares insights about how RIAs can leverage annuities and life insurance in client portfolios with Jay Coulter on his July 27 “Resilient Advisor Show” podcast.
Jay invited David on the show to also provide a synopsis of results from our joint “2021 RIA Protected Accumulation + Retirement Income Survey” with Protective. Survey results, David points out, show that while RIAs are warming to annuities, there’s still work to do. Just under a quarter of respondents indicate that cost, liquidity and complexity keep them from considering annuities for clients.
Low awareness may be to blame. Advisory solution innovations of the last decade address all of these objections, and more. David hints about future insuretech innovations that are sure to deepen the integration of protected accumulation and retirement income solutions into RIA practices. Here’s all we can say: the future is unbundled. Stay tuned.
Hosted by Jay Coulter, “The Resilient Advisor Show” is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industry’s top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and other timely issues.
