Chris Taylor is an established leader in the insurance industry with more than a decade of experience supporting insurance strategy and performance improvement outcomes. Contact him at [email protected].
In-service rollovers currently provide active employees with the ability to move funds from a defined contribution plan into an individual retirement account without needing to leave their current employment.
As product sales continue to be sold through independent channels, carriers are increasingly reliant on distributors to push a broader portfolio of product offerings.
In the next decade, an advisor shortage is coming that insurance carriers cannot ignore.
Market consolidation and greater reliance on third-party distribution continue to provide distributors with greater negotiation strength, leaving insurance carriers with the challenge of assessing the value of those partnerships.
What is the reason an inexperienced person should become an advisor with you?
