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Should Annuity Firms Care About Social Media?
The annuity industry has been slow to adopt social media. But given the industry’s target audiences, does it matter? Download an excerpt from the report "Social Media: Trends and Tactics in the Financial Services Industry."
Industry Views are special reports that are sponsored and independent from RIJ's editorial content.
November 4, 2009, Cover Stories, Advisors/Planners/Reps
In the ‘Green Zone’ with Jim Otar
The Toronto engineer-turned-advisor has self-published an exhaustive new book and launched a refined version of his Retirement Optimizer software.
Jim Otar doesn't much care what you think. As the Canadian financial advisor likes to say in his eastern-Balkan accent, “You can't please everyone. I'm 58 years old. I'm deep in the ‘Green Zone.’ People can think what they like.”
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