Matthew Drinkwater, Ph.D., FSRI, FLMI, AFSI, PCS, is corporate vice president, LIMRA and LOMA. He may be contacted at [email protected].
Advisors need to keep up with new regulations and new technologies to better serve their clients in a changing world.
LIMRA research shows investors who work with a financial professional are more likely to have weathered the ups and downs of the market.
The specific actions taken by advisors can help or harm their probability of closing an annuity sale.
A study showed most investors would discuss annuities with their advisors, but they would make the final decision on which product to choose.
