The FIDx Five: Using Annuities to Enhance Client Loyalty
Retirement, Annuity, & Fintech Insights
A recent survey shows that advisors have a significant opportunity to enhance client loyalty by guiding clients through the benefits of annuities. Discover more about this and the four other articles featured in this edition of “The FIDx Five.”
Annuities Can Build Lifelong Client Relationships
Annuities offer financial advisors a strategic tool to foster trust and ongoing engagement, potentially unlocking new growth opportunities.
Source: InvestmentNews, "How Annuities Can Build Lifelong Client Relationships," 08/19/24
Why More Investors Are Choosing Issuer-Bought Annuities
A growing trend shows investors preferring to buy annuities directly from issuers, seeking greater transparency and control.
Source: ThinkAdvisor, "Why More Investors Are Choosing Issuer-Bought Annuities," 08/20/24
Taxpayer Benefits Shouldn’t Be Squeezed
Cutting back on taxpayer-funded retirement benefits could have severe long-term consequences for millions of Americans relying on these programs.
Source: The Washington Post, "Taxpayer Benefits Shouldn’t Be Squeezed," 08/20/24
SEC’s Massive Fine Highlights Compliance Failures
The SEC’s $393 million fine underscores the critical importance of strict compliance for the industry.
Source: Life Annuity Specialist, "SEC’s Massive Fine Highlights Compliance Failures," 08/20/24
The Cost of Forging Annuity Switches
FINRA's barring of a broker for forging client signatures on annuity switches highlights the severe repercussions.
Source: InvestmentNews, "The Cost of Forging Annuity Switches," 08/19/24
Featured articles may need subscriptions from their respective sites.
Fiduciary Exchange LLC (FIDx) is a technology firm offering solutions that connect the brokerage, insurance, and advisory ecosystems. FIDx does not provide any advice or make any recommendations with respect to any insurance or other financial products and does not solicit, offer or sell any insurance or other financial products. Financial professional use only. © 2024 Fiduciary Exchange LLC. All rights reserved.