SCOTT STOLZ, CFP, RICP, is the Managing Director of iCapital. He's also the former president of Raymond James Insurance Group, where he leveraged his 35-plus years in the insurance and annuity business to manage the due diligence, product positioning, sales, and operational functions for annuities and life insurance distributed through Raymond James' 8,200 financial advisors. He is also the author of Unlocking the Annuity Mystery: Practical Advice for Every Advisor.
