Sponsored By

How FIDx is Transforming the Annuity BusinessHow FIDx is Transforming the Annuity Business

FIDx CEO Rich Romano explains the challenges advisors face offering clients annuities.

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

May 15, 2023

From start to finish, the Insurance Exchange (IX) by FIDx simplifies every step of recommending and writing annuities. Rich Romano, CEO of FIDx, explains some challenges advisors face in being able to offer clients guaranteed income and protection solutions.

THE FUTURE OF WEALTH MANAGEMENT IS DIGITAL, and cutting-edge technology is powering a new generation of growth-minded advisors. Find out more at WealthStack.

About the Author

Shannon Rosic - Moderator

Shannon Rosic - Moderator

Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.

See more from Shannon Rosic - Moderator