Envestnet’s Big Annuities Play
July 30, 2019 by Kerry Pechter
The new Envestnet Insurance Exchange (Envestnet Ix) now lets advisors analyze, illustrate, compare, select, purchase and integrate almost any type of annuity into a client’s financial plan without leaving the digital comfort zone of Envestnet’s wealth management platform.
Click HERE to read the full article via Retirement Income Journal.
Originally Posted at Retirement Income Journal on July 11, 2019 by Kerry Pechter.
Categories: Industry Articles
