Monday, November 21, 2005
Wealth2K Announces Solution for Broker-Dealers to Capture 100% of Registered Representatives' Fixed Annuity and Life Insurance Business
David A. Macchia, Sr., President and CEO of Wealth2k, Inc., a strategic marketing consulting firm that specializes in the financial services industry, believes that the time has come for Broker-Dealers to supervise sales of all fixed products by Registered Representatives.
"Although Broker/Dealers are beginning to establish policies for sales of equity-indexed annuities due to increased compliance and supervision liabilities, many do not understand either the scope of what they are taking on or the risks they face in potentially alienating large numbers of Registered Representatives," he explains.
Wealth2K Announces Solution for Broker-Dealers to Capture 100% of Registered Representatives' Fixed Annuity and Life Insurance Business
Source: BusinessWire
"Although Broker/Dealers are beginning to establish policies for sales of equity-indexed annuities due to increased compliance and supervision liabilities, many do not understand either the scope of what they are taking on or the risks they face in potentially alienating large numbers of Registered Representatives," he explains.
Wealth2K Announces Solution for Broker-Dealers to Capture 100% of Registered Representatives' Fixed Annuity and Life Insurance Business
Source: BusinessWire
Permalink posted by armandn @ 11:15 AM 
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