She’s Got Advice for Life Insurers
October 7, 2020 by Kerry Pechter
‘Insurers can’t remain wedded to product sales, which are becoming commoditized in a future that trends toward financial advice,’ says industry veteran Michelle Richter, who just launched Fiduciary Insurance Services, LLC.
What is the nature of insurance advice—in the context of annuities and retirement? Does it mean reading prospectuses? Does it mean recommending an indexed annuity over a bond fund?