Nine out of 10 insurers expect IBDs and agents will grow variable annuity sales in the next three years, the highest among all channels, according to a new Cerulli research.
Michael Edward Feeley allegedly impersonated two customers and his supervisor at Northwestern Mutual Investment Services to obtain insurance contract and policy information from an unnamed insurance provider.
The company will connect clients with insurance providers through insurance brokers HUB International, Marsh Private Client Services and Willis Towers Watson.
A UBS report found that the majority of women, spurred on by the pandemic, intend to have financial discussions with their spouses and many are considering portfolio discussions and updating their wills.
Six in 10 believe they’ll be personally impacted by one in the next three to five years, according to a recent survey from the American Institute of CPAs.