Tag Archives: Annuities

Wealthies Circle Podcast: A Fiduciary’s Guide to Offering Insurance Services

There’s a debate around fee-only RIAs who offer insurance and annuities in addition to planning and asset management: Can advisors working on behalf of an insurance company still be considered a true fiduciary? Then again in cases where planning reveals a need for insurance, isn’t it in the client’s best interest to provide them with a holistic approach and solutions that meet their broader financial goals?

Listen in as our panel of industry experts examines the issues—and explores when and why it may make the most sense for financial planners to include advice and insurance services like life disability annuities and property and casualty in their menu of client services.

Our Panelists:

The Tools Of The Trade with Kristi Rodriguez and John Carter

A financial advisor’s toolkit should consist of two parts: the tools to build a client’s optimal financial plan and the empathy to relate to the client’s wishes, both in and outside of the office.

In this episode, David Armstrong is joined by Kristi Rodriguez, SVP of Nationwide Retirement Institute and John Carter, president of Nationwide Financial. Kristi and John discuss how advisors can provide additional value to their clients through diverse markets and with a sense of empathy for their needs and wishes.

In this episode, you will learn:

  • The challenges advisors face when it comes to providing optimal value to their clients
  • The importance of focusing on the client’s needs throughout the planning process
  • How bringing new minds to the industry will open up new markets

Resources: WealthManagement.com | Nationwide Retirement Institute | Kristi RodriguezNationwide Financial | John Carter