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.