Insurance-backed investments, or annuities, offer unique benefits not available in other asset management or investment strategies. And RIAs are starting to see the light, according to a recent survey from RetireOne and Protective Life Insurance. David Stone, RetireOne’s CEO, is my guest today, and will outline the results of its recent survey, how insurance products have changed in recent years, and the upcoming innovations in annuity products that financial advisors should keep an eye on.
