Envestnet Exchange Begins Bold Plan To Boost Annuities

July 7, 2018 by Cyril Tuohy

Annuities are about to get a lot more exposure with RIAs now that the first insurer has joined the Envestnet Insurance Exchange, analysts say.

The exchange integrates annuities into the Envestnet wealth management platform and gives advisors a more complete view of client retirement portfolios.

“As an advisor, you don’t have to leave the advisory platform that the equity portfolio is on to describe or offer the insurance solution to clients,” said annuity expert Paula Nelson, president of retirement at Global Atlantic.

Click HERE to read the full story via INN; subscription required. 

Originally Posted at InsuranceNewsNet on July 6, 2018 by Cyril Tuohy.