Case Study: The Fiduciary Expert’s Marketplace

Featuring Harold Grubbs, RFC, AIFA®

Because they aren’t typically insurance licensed, and they don’t take commissions, Registered Investment Advisors like Harold Grubbs have had to outsource annuity-related client needs, or ignore them.

Annuities have also been so complex and expensive that their essential value, tax deferral, has been neutered. But a new generation of low-cost, fee-based VAs have transformed the industry.

See how Harold was able to win over a new CPA client with an expensive old annuity. Download the case study to read how he brought those annuity assets under his management by leveraging the experts at RetireOne.