The COVID-19 pandemic is transforming the role of advisors. From the products you recommend to the needs of the consumers you advise, here are five ways the pandemic continues to influence the industry — and steps you can take to adapt.
This guide covers:
- Surging annuity interest
- Annuity vs. annuity
- Ongoing life insurance popularity (but for how long?)
- Geography, demographics impacting retirement planning
- Retirement advisors face stiff competition
- …And more
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION.
This information is for educational purposes only.
This information is for educational purposes only.
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