102 Readying RIAs to Effectively Offer Annuities (And Many Other Topics) With Michelle Richter

Jun 4, 2021

Michelle Richter, Principal at Fiduciary Insurance Services, joins us again to cover a wide variety of important industry topics. One of many that jumped out in today's conversation was the need for structural change in how the annuity industry services RIAs in the future. Some of these involve technology, other products, and probably not surprisingly, how we better provide training about how to use insurance in financial plans. However, who will pay for training and how will it be delivered? Join us today for these topics and more.

 

Also, keep up with news from our guests and sign up for our email list at thatannuityshow.com.

 

Useful URLs for Retirement Plan Advisers from IRIC include:
https://iricouncil.org/wp-content/uploads/2021/06/IRIC-DC-Income-Product-Program-Compilation-v6.3.21.pdf 
https://iricouncil.org/wp-content/uploads/2018/03/Evaluation-Scorecard-for-Retirement-Income-Products.pdf
https://iricouncil.org/wp-content/uploads/2019/09/plan-sponsor-guide-to-retirement-income-decision-beleifs-ii.pdf
https://iricouncil.org/evaluation-tools/#1520343622078-7c3a5514-60bf
https://iricouncil.org/wp-content/uploads/2018/03/Debunking_Portability_Myths.pdf

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