Fiduciary Insurance Services, LLC. is founded on the belief that the future of holistic financial advice in the United States should consider risk-pooled products, offered by insurance companies, within institutionally-sponsored wealth management paradigms.
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Advising On The Creation and Maintenance Of Insurance-Inclusive Wealth Management Services and Programs
Fiduciary Insurance Services, LLC believes that a Fiduciary Gestalt Shift in how consumers, regulators, technologists, financial institutions, insurers, investment advisers, registered representatives, agents, financial planners, and retirement plan advisers – to name just a few – view the role of risk control is impending.
With the Boomer generation now retiring and decumulating, instead of net accumulating, investable assets, the financial services landscape is changing to increase emphasis on solutions that include insurance.
FIS also believes that responsibly distributed insurance can be a really good thing in a really unstable world.
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Readying RIAs to Effectively Offer Annuities (and Many Other Topics) with Michelle Richter
Michelle Richter, Principal at Fiduciary Insurance Services, joins us again to cover a wide variety of important industry topics. One of many that jumped out in today’s conversation was the need for structural change in how the annuity industry services RIAs in the future. Some of these involve technology, other products, and probably not surprisingly, how we better provide training about how to use insurance in financial plans. However, who will pay for training and how will it be delivered? Join us today for these topics and more.
How Annuities Can Fit into a Fiduciary’s Planning Process
This is driving the dramatic growth in products and services designed to optimize and protect income, as opposed to a strict focus on accumulation.