Three things to know before buying one Relatively new to the market, Index-Linked Annuities (“ILAs”) are a bit misunderstood. (For an example of an ILA, look at the Allianz Index Advantage ADV ILA). Like their cousins, fixed indexed annuities, ILAs offer upside potential with downside protection. Both provide market participation via index-following crediting methods, and...Continue Reading
RetireOne/Jackson 2020 RIA Survey featured in ThinkAdvisor Michael S. Fischer featured the 2020 RetireOne/Jackson RIA survey in an article for ThinkAdvisor titled “Two-Thirds of RIAs Open to Recommending Annuities: Survey.” The study aims to gain insights into how RIAs allocate client assets, the technologies they use for planning and management, the timing of income planning...Continue Reading
More advisers are becoming open to the products, but many still don’t like their costs, complexity and lack of liquidity With this headline, “Just say no to annuities, one-third of RIAs say: Survey,” Emile Hallez (InvestmentNews) certainly interprets the results of RetireOne’s joint RIA survey with Jackson as ‘glass half empty.’ Or maybe it’s ‘glass third...Continue Reading
Protected accumulation may get another look as financial professionals anticipate long economic slog ahead San Francisco, CA and Nashville, TN – Sept. 1, 2020 – Joint research from RetireOne® and Jackson National Life Insurance Company® (Jackson®) finds that 68% of registered investment advisors (“RIAs”) would consider recommending an annuity in cases where clients asked about...Continue Reading
Featuring Jenny McNamara and Stephanie Prince When your firm promises high-touch service, large and slow-moving or out-of-touch business partners threaten to disrupt your customer experiences. For RIA firms like Richard Young Associates (“RYA”) of Georgia, there is no way to NOT depend on them. This introduces some risks to the client experience. Awkward robo attendants,...Continue Reading
RetireOne’s partnership with FIDx is featured in an article by Diana Britton on WealthManagement.com. Titled “FIDx Partners with RetireOne,” the article describes how RetireOne’s role as outsourced insurance desk on the Envestnet Insurance Exchange will make it easier for RIAs and their wealth platforms to connect with providers. Noting that this partnership comes on the...Continue Reading
The Alliance helps Ease the Way for Registered Investment Advisers to Integrate Insurance Planning into Service & Advice for Clients BERWYN, Pa., May 14, 2020 — FIDx, a product-agnostic platform that integrates the benefits of insurance seamlessly alongside investment products, today announced a strategic partnership with RetireOne, the insurance and annuity back office for more than...Continue Reading
TIAA announced the addition of seven new Vanguard Subaccounts to their Intelligent Variable Annuity® fund lineup, effective May 1, 2020. This will increase the Intelligent Variable Annuity’s offerings to 65 funds from 20 highly regarded investment management firms including Vanguard, DFA, TIAA-CREF, PIMCO, and T Rowe Price. The Intelligent Variable Annuity is a low-cost, fee-based...Continue Reading
Will also launch back office services for HALO annuity marketplace planned for later this year San Francisco, CA and Chicago, IL– April 22, 2020 – Halo Investing, Inc. (“Halo”) and RetireOne®—the leading independent platform for fee-based insurance solutions—announced a partnership that expands RetireOne’s portfolio protection offerings with structured notes. The partnership between Halo and RetireOne...Continue Reading
