Clients Are Asking AIs for Investment Ideas: Nationwide Tech Chief
By Allison BellEmerging systems could generate personalized annuity recommendations, says Jim Fowler, Nationwide's chief technology officer.
September 26, 2023
You Have Gaps to CloseLincoln Financial's Stafford Thompson Jr. says the answer is a focus on consumers' needs and goals.
September 18, 2023
Annuity Constraints Can Be the Client's FriendMike Reidy, Security Benefit's distribution leader, says fit matters more than glitz.
September 05, 2023
NAIFA Chief Hopes for Closer Investment Firm TiesKevin Mayeux sees life insurance and retirement planning as a natural combination.
August 31, 2023
Higher Rates Are Helping Some Clients Get More Quick CashThe strategy involves homes, according to Steve Resch, a reverse mortgage specialist.
August 29, 2023
TIAA Exec: Put Deferred Fixed Annuities in 401(k) PlansPhil Maffei says annuity stability can let a client be more aggressive with other plan assets.
August 22, 2023
This Trust Can Reduce Estate Taxes, Protect Hard-to-Sell AssetsBusiness-owner clients might benefit from this estate planning tool, EP Wealth Advisors' Jennifer Li says.
August 18, 2023
Some Annuities Offer Big LTC Benefits BoostsThe products might be wrong for the bold but right for the fearful, True Tamplin says.