The RIA platform partnered with Griffin Distribution to offer annuities, life, disability and long-term care insurance.

Get creative with webinars and roleplaying.

A slightly unorthodox approach for collaborative advisors.

Help clients identify gaps in coverage.

Still thinking of buying term and investing the difference?

A tweak to perspective, process or presentation could pay dividends.

Those who are product agnostic will prevail in the uncertain times ahead.