July 2020 Month in Review

This month we are joined by Wallace Harris Jr. of BMO Harris, Rich Koll of Investors Bank, and Bob Thompson of S&T Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC. In addition to the monthly trends, we will hear them discuss the surge in three-year fixed annuity sales due to the “rate play”, how the pandemic gave clients time to focus on getting their financial houses in order, and how remote work forced advisors to not be dependent on their branches for new business.