Annuities have long been the whipping boy of the financial services industry, and for good reason, thinks David Lau, founder and CEO of DPL Financial Partners. “I got to understand the problem that insurance is for RIAs,” Lau told BenefitsPRO. “Every other investment product is available to fiduciary advisors on a no-load basis. This was an insurance industry problem that clearly needed to be addressed.”
The life insurance and annuity industry is making its biggest-ever press to conscript a whole new kind of sales force...
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