[ThinkAdvisor Sponsored] Greasing the Wheels: How Broker-Dealers are Removing Friction in Life and Annuity Sales

July 18, 2023 by Hexure

Historically, life insurance and annuities were not every financial advisor’s favorite products to sell. They came with not-in-good-order (NIGO) challenges and workflow speedbumps. It was often easier to avoid selling them.

Things are changing.

Broker-dealers have long seen the value in advisors offering these products as part of a holistic financial plan. These products offer tax benefits, retirement income guarantees, hedges against loss, and protection of assets.

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Originally Posted at ThinkAdvsior on July 6, 2023 by Hexure.