Join Dimensional's Mark Colaço, James Pryor of Jackson, and RetireOne’s Ed Mercier on Tuesday, September 20 to explore the impact of insurance offerings to RIA firms. Mark will share insights from Dimensional’s Advisor and Investor research that illustrates the value of including insurance in a holistic wealth management approach.
This session will examine:
- How firms with higher client satisfaction scores and who achieve higher revenue growth, incorporate insurance into their offering
- How clients measure the value they receive from their advisors
- How firms may enhance their value propositions based on client perceptions of value
- The evolution of advisory annuity solutions
- How RIAs work with OIDs to integrate insurance and annuity solutions for clients
Sponsored by
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