BOSTON -- Financial advisors are in huge demand among insurance companies that create the broad array of insured retirement income products. But if product creators want to succeed with that group, they need to get a few ground rules clear, a panel of financial advisors said during the Insured Retirement Institute’s annual conference on Tuesday.
The IRI presented the panel of advisors, “Exclusive Research on Advisor Trends Within the Insured Retirement Industry,” but did not disclose their full names or company affiliations. For attendees who listened closely, however, the panel offered several tips on how to win and keep their loyalty.
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