Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx

“Think about a large broker dealer, they have advisor personas that manage assets, that allocate assets, ┬áthat are career insurance producers, and they all want a consistent framework to do that. ┬áSo if you had two people sitting side by side and one of them was an asset manager, when they get to the next […]