Auditing Investments Math Tax Planning 
CFO News Room
NOVEMBER 15, 2022
I think the biggest thing that started it was when we would have our branch audits, we never had any feedback about something on the RIA side. And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator.
CFO News Room
NOVEMBER 22, 2022
The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. The culture was very product driven.
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