Case Study: The Financial QB’s Annuity Back Office

Featuring Kim Spencer, CFP®, CDFA®

Moving assets to fee-based structures and transitioning those clients without back-office support can be very disruptive for advisors.

The shear bulk of the work can be so daunting that some things fall through the cracks. Like annuity assets. Paperwork, complexity, lack of choice in fee-based offerings—all of these factors can lead an advisor to ‘park’ annuity assets, and risk forgetting about them entirely.

Learn how Kim Spencer worked with a team of annuity experts at RetireOne who helped smooth part of the transition for her, while helping her clients lower costs.