Insurance Insights: The Annuity Revolution

1 CE Credit | 64-Minute Video

Results from Dimensional’s Global Advisor Study and Global Investor Study tell us that advisors who embrace insurance and annuities as part of their holistic wealth management approach have higher client satisfaction scores. We’re excited to share where advisors can access Dimensional’s investment strategies within various insurance solutions. During the presentation, advisors will learn about different types of annuities, understand different client scenarios where these products could help meet investment objectives, and find out how they can handle insurance business themselves or outsource it.

Learning Objectives

1. To educate advisors on the current insurance landscape and review different types of annuities.

2. To inform advisors on the operational options available to them when it comes to offering insurance solutions.

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