DOL gave an unintended but significant gift to income distribution planning. It’s really an historic opportunity to boost fee income and increase annuity sales while gathering 100% of customers’ wallet share. The key to exploiting this opportunity is found in properly serving the many “constrained” investors among your customer base.
The Income for Life Model® 2017 Enterprise Edition makes it easy to institutionalize your strategy for retirement income. This unlocks both revenue growth and compliance benefits. It assures consistent customer outcomes. It generates more quality referrals from LBEs. We say, respond to DOL in a way that ignites growth and lowers financial liability. Your “Constrained” investor customers need your assistance.
How to capitalize on the opportunity? Read David Macchia’s article in Financial Planning.