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Annuities in a Fee-Based Practice

Session Speakers
Session Description

Why Attend
Find out how you can grow assets under management and better serve your clients by integrating annuity assets into your fee-based practice.

Session Details
If you have a legacy block of annuity business held at a broker/dealer or want to include annuity assets in a fee-based practice, there is an advisor friendly annuity available on the Schwab platform. In addition to improving client service, it can help you grow your assets under management and simplify your practice by enabling you to eliminate holding insurance licenses.

Seating for this session is at capacity, however standing room is still available.

Additional Information
Not Available
Showcase Stage Presentation
30m
Session Schedule