Independent life insurance distributors want to know more about what’s in the minds of registered investment advisors.
The National Association of Independent Life Brokerage Agencies (NAILBA) has responded by adding a session on working with RIAs to the agenda for its 38th annual meeting
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NAILBA started the three-day meeting today in Grapevine, Texas. Grapevine is a Dallas suburb.
Tiffany Markarian, marketing strategist at Advantus Marketing, is preparing to run the RIA session at 2:45 p.m. Friday.
Markarian will discuss fee-based and fee-only RIAs, and what RIAs need from insurance firms to serve their clients.
Bryan Eshelbrenner, director of product management for the Ebix SmartOffice platform, will talk about another hot topic at 3:45 p.m.: life and annuity product performance illustrations.