“The share of advisors who would not recommend an annuity is shrinking, according to a survey by RetireOne and Protective Life.” ThinkAdvisor‘s Michael S. Fischer posted an article covering some of the results from our joint “2021 RIA Protected Accumulation + Retirement Income Survey” with Protective. Fischer highlights survey data measuring changes in RIA sentiment...Continue Reading
“A new survey suggests that a growing number of financial advisors will consider annuities that are low cost and less complex.” Former FA-Mag Managing Editor Dorothy Hinchcliff has launched a new retirement-focused publication called Rethinking65. Dorothy and the Rethinking65 team featured RetireOne’s joint “2021 RIA Protected Accumulation + Retirement Income Survey” with Protective in an...Continue Reading
David Stone shares insights about how RIAs can leverage annuities and life insurance in client portfolios with Jay Coulter on his July 27 “Resilient Advisor Show” podcast. Jay invited David on the show to also provide a synopsis of results from our joint “2021 RIA Protected Accumulation + Retirement Income Survey” with Protective. Survey results,...Continue Reading
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