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.
Our Case Studies feature RIAs who meet many client needs with insurance and annuity solutions.