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Q149 - Can I Use Variable Annuities In The RIA Model?
A misconception about the RIA model is that certain investment solutions such as variable annuities and alternatives (alts), are unavailable for client use.
That is incorrect.
Regarding variable annuities, you can generally continue using new products going forward while also accommodating your existing legacy positions.
It's a matter of understanding how the options work, the logistics involved, and which solution providers to use.
In this episode (#149) of the Transition To RIA question & answer series, I explain how you can use variable annuities in the RIA model.
Come take a listen!
P.S…
The skinny
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