Survey: Tax Advisors Still Selling Variable Annuities National Underwriter (Life and Health Financial Services Edition) (12/28/01) Vol. 29, No. 26 p.20; Geisel, Jerry
When finding life insurance and annuities for clients, independent tax advisors work with many different insurance companies, according to Tiburon Strategic Advisors, Tiburon, Calif. After analyzing 500 user surveys, the financial services consulting firm found that Lincoln Financial, Zurich Financial, Sun Life, Hartford, and Jefferson-Pilot are among the most popular insurance companies. Tiburon also found that 43 percent of tax advisor insurance sales came from variable annuities.