RETIRETECH 2024 RECAP

The Shape of Distribution To Come

Consolidation has permanently changed the face of independent distribution forever. Or has it? In this video, James and his panel explores the next phase of consolidation and new forms of distribution that may potentially evolve.

Moderator: James Wong, Partners Advantage

  • Speakers: Patrick Kelly, Signal Advisors | Tyler End, Retirable | Wes Severin, Symetra | Brian Lucius, Gradient Financial Group

Source: RetireTech