Do you currently sell fixed indexed annuities (FIAs)? Are you a RIA/IAR looking to integrate FIAs into client portfolios? If yes, this is the opportunity you’ve been waiting for.
CreativeOne introduces ChangePath, a turnkey asset management platform (TAMP), providing a unified managed household approach that illustrates the overall impact of FIAs to the Modern Portfolio Theory.
Join usfor a 20-minute webinar hosted by ChangePath principals Cory Lagerstrom and Rob Hagg to see if ChangePath is a good fit for your firm.
ChangePath’s technology includes:
- Integration of FIAs and investments.
- More than 40 institutional money managers.
- A custodian-agnostic environment.
- Comprehensive back-office support.
- A ultra-competitive, fully transparent pricing structure.
We hope you can join us to learn more! The future of wealth management systems will never be the same. Visit www.changepath.com for more information.