When these 2 services come together, the picture becomes clear.
A partnership between a Registered Investment Advisory Firm and the Fixed Annuity business can result in insurance agents DOUBLING THEIR ANNUITY PRODUCTION while growing an investment advisory practice that creates recurring income.
Benefits:
- Greatly increase insurance agents' annuity production
- Avoids regulatory risk of unlicensed investment advice
- Creates the ability to be a total advisor and transfer
brokerage assets - The ability to have the total client relationship allows you to generate many new client referrals
We can show you how a relationship with our RIA could DOUBLE YOUR FIXED BUSINESS and reduce regulatory concerns like source of funds. COMPLETE THE FORM to learn more.
