Practical guidance on annuity models, legacy contracts, licensing, and case design, written by our desk for RIAs and hybrid advisors.
Three ways fee-based firms bring annuities inside the client plan, what each one asks of your team, and seven questions that separate one outsourced desk from another.
Bulk review tools can sort a book of old annuities fast. These six contract features are where a replacement recommendation can quietly give up value, and where a careful reviewer earns their keep.
Insurance is regulated by the states, separately from investment advice. If your firm earns a fee connected to annuities, your adviser registration may not be the only license that matters.
When you can place an annuity either way, the choice isn’t about which pays you more. It’s about whether you’ll actually advise on the asset, and whether the client’s total cost reflects that.
Referring insurance out feels like the safe choice. Here’s what it really costs your practice, and a simple process that keeps annuity decisions inside the plan you built.
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