There’s a debate around fee-only RIAs who offer insurance and annuities in addition to planning and asset management: Can advisors working on behalf of an insurance company still be considered a true fiduciary? Then again in cases where planning reveals a need for insurance, isn’t it in the client’s best interest to provide them with a holistic approach and solutions that meet their broader financial goals?
Listen in as our panel of industry experts examines the issues—and explores when and why it may make the most sense for financial planners to include advice and insurance services like life disability annuities and property and casualty in their menu of client services.
Our Panelists:
- Heather Kelly, Senior Vice President, Allianz Life Insurance Company of North America
- Rich Romano, CEO and co-founder, FIDx
Listen to the Wealthies Circle Podcast
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