Insurance Is an Asset Class: Idea File

March 16, 2021 by Allison Bell

Robin Raju has been head of individual retirement at Equitable’s individual retirement business for close to a year, and he has been with Equitable and its affiliates since 2004.

He said one key shift he sees Equitable driving is an emphasis on showing how insurance fits in a client’s financial life.

More and more, Equitable advisors are talking about insurance as an asset class — part of everyone’s portfolio, alongside stocks and bonds, Raju said last week, in an interview. Click HERE to read the full story via ThinkAdvisor.

Originally Posted at ThinkAdvisor on March 9, 2021 by Allison Bell.