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

Published 4 years, 6 months ago
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The post Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx appeared first on and was written by Craig Iskowitz.

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

The post Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx appeared first on and was written by Craig Iskowitz.

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