Understanding how and when consumers want to receive financial advice is an important aspect in gaining the upper hand in the competitive field of financial planning.By implementing automated systems to expand advice delivery channels, life and annuity insurers can remain competitive with other financial services institutions.
That advice is provided in a recent report, "Advice Delivery Models: Where High Tech Meets High Touch," from TowerGroup, a Needham, Mass-based financial services research and consulting firm. By broadening these channels, insurers will be able to promote a wider array of products and services to all types of investors, as well as manage more complex transactions, the report concludes.
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