Perception vs Reality: The Vital Role of Insurance in a Thriving Advisory Practice

The perception of insurance and annuities is often clouded with negativity. Dimensional is here is to share that is not the reality as we explore the vital role insurance plays in a thriving advisor practice. Leveraging data from our Global Advisor and Global Investor Feedback Surveys, this presentation shares how top quartile firms are embracing insurance to provide higher levels of client satisfaction and increase growth. The purpose of this presentation is to help advisors see the value of including insurance in a holistic wealth management approach.