Corey Walther, Head of Business Development & Relationship Management, Allianz Life Financial Services met with Julie Cooling, Founder & CEO, RIA Channel to discuss how RIAs can use insurance products to add value for their clients.
In 2018, Allianz Life became one of the first carriers to join Envestnet’s insurance exchange platform. “There is a huge opportunity for growth here,” says Walther. The aging population’s increasing demand for longevity protection and retirement income, advances in technology, and commoditized investment management services are just a few of the reasons more and more advisors are turning towards insurance products to boost their value proposition.
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