How do most fiduciary advisors (RIAs and fee-based planners) handle their clients' life insurance needs? The answer is they don't, but think they should and would like to.
Through a new survey, the firm Saybrus Partners offers a window into these complex attitudes. You can read a summary here:
The survey revealed that many fiduciary advisors do not consider their life-insurance advice services very successful and are not often asked about life insurance by their clients.
Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.
Your access to unlimited BenefitsPRO content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
Already have an account? Sign In Now
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
