Annuity providers use fintech to lure advisors amid low rates. Is anyone moving?

April 20, 2021 by Ryan W. Neal

With no end in sight to historically low interest rates, insurance providers are increasingly using technology to help advisors consider using annuities in client portfolios. But many advisors are instead continuing to pile clients into bonds, where net inflows remain high.

SS&C Advent and Envestnet both have digital insurance marketplaces for advisors to access and evaluate products, and Redtail recently integrated with Quote & Apply, a consumer-facing software platform for life insurance, to help advisors incorporate the products into their service offering.

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Originally Posted at Financial Planning on April 14, 2021 by Ryan W. Neal.