RetireOne and Protective’s latest survey finds advisor enthusiasm for annuities growing as their clients favor guaranteed income;1 yet many advisors are ignoring client insurance needs San Francisco, CA – July 27th, 2021 – RetireOne®, the leading independent platform for fee-based insurance solutions, and Protective Life Corporation (Protective), a wholly owned subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), today announced the results...Continue Reading
Making a successful RIA move with as many of your client assets as possible…even annuities Writing for ThinkAdvisor, RetireOne Managing Director Kevin Hissong and Lotay Yang of Black Card Circle RIA in California address some hurdles advisors may face as they transition all of their client assets to a fee-based practice structure from a brokerage...Continue Reading
Nomination is for “Back Office Data Integrations” in the Insurance Fintech category WealthManagement.com announced that RetireOne is a finalist for their 2021 industry awards. Nominated for our “RIA Annuity Back Office Data Integrations” in the insurance fintech category, RetireOne is among 221 finalists selected from among more than 900 nominations. Great work, everyone! Time to...Continue Reading
In David Stone’s latest article for Advisor Perspectives, he writes about RIAs who choose to ignore annuities. He notes that, “When you consider that nearly half (48%) of Americans own or previously owned annuities, you understand that declining to offer guidance on those investments could mean that you are turning your back on a large swath of...Continue Reading
Ryan Neal, the Financial Planning Technology Editor featured RetireOne’s recent launch of the Advisory Annuity Impact calculator in a story covering advisor’s use of downside risk protection products. He points out that providers are developing technologies to prove the value of insured solutions in client portfolios, as rates remain historically low, and folks make the case for replacing a...Continue Reading
