Asset Management is Not Income Management

Financial Institutions are creating easy to use, academically rigorous, well-integrated services that seamlessly weave together investment advice with insurance placement, for use by a variety of financial professionals.

The Boomers are about to decumulate the largest pool of wealth America has ever seen. This calls for systematic integration of insurance with investment advice to enable efficient income generation, whether the consumer chooses to work with an “agent”, a “rep” or an “adviser”.


Product TM

is not

Program SM


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