The Evolution and Importance of Insurance and Annuities in Client Portfolios With David Wright and Norman Bald

In this episode of The Data Possible Podcast, M&O Marketing’s executive director of practice development, David Wright, and director of their Life Division, Norman Bald, discuss the evolution and importance of insurance and annuities solutions and how advisors can incorporate them into their  portfolios. 

In this episode, you will learn:

Tips for evaluating your current book of business for insurance & annuity opportunities

Who would benefit from an insurance review and how to understand their existing policies

How annuities can be leveraged as an alternative asset class

How advisors can be more informed so they can add value to their practice

What types of insurance solutions advisors should be prepared to discuss with clients

Resources: Discovery Data | M&O Marketing 

The Data Possible Podcast is produced by our partner, Advisorpedia.