To serve the growing fiduciary movement, a relatively new service model has sprung up: Outsourced Insurance Desks (OIDs). OIDs help RIA firms broaden their holistic offerings to include annuities and insurance regardless of whether the IARs at the firm are insurance licensed or registered with FINRA. They also help RIA firms manage risk in two...Continue Reading
Welcome, Life is Long (Mostly), Continued Misunderstandings, Chaplin vs. Chaplinesque, On-Demand Webinars, Shoutout to StreetCred, New Hire Welcome! In the third quarter of this year, these advisors joined the RetireOne platform: Kevin O’Brien Jr., Matt Woryn, Austin Konecke, Jessica Simmons, David D’Albero II, Michelle Mabry, Vince Asaro, Jake Barnes, Mark Dougal, Kevin Rinow, Mark Newfield,...Continue Reading
Advisor Needs RetireOne focuses on three primary advisor needs: More Assets, More Time, Less Risk. These are simple, easy-to-understand needs that most advisors can identify with. Advisors want more assets because that translates directly into more money in their business and in their pockets. They want more time because their time is precious, and often...Continue Reading
Gratitude, A Subload of Faith, The Flimflam, outSOURCEd, TrikTok, MRG + PWMA FTW, Constancely Improving, On-Demand Webinars, New Hire Thank You for Choosing RetireOne These advisors began working with us in the second quarter of 2023: Ryne Vickery, Mike Watson, Debbie Wise, Andrew Holte, Richard Todd Davis, Dylan Barr, Nickolas Oldhan, Sean Castle, William McColl,...Continue Reading
Insurance and annuities play an important role in financial plans. But advising on them requires the appropriate liceneses and registrations. For RIAs, an OID can be the conduit for accessing zero-commission annuity and insurance solutions for clients. When talking to clients or other parties about their work, most financial advisors tend to lead with wealth...Continue Reading
Gratitude, The Economy and Other Horror Stories, Your New Advisor: Skynet, Retirement Is Actually Complicated, On-Demand Webinar, New Hires Thank You for Choosing RetireOne These advisors began working with us in the first quarter of 2023: Adrienne Olson, Benjamin Dethlefs, Benjamin Jones, Brendan Pheasant, Brian Thompson, Carmine Coppola, Chris Siraganian, Daniel Ryan, David D’Albero, Denton...Continue Reading
Gratitude, Oh MYGA, Squeezing Retirees, Wealthcare Welcome, Nationwide is On Our Side, Year of Security, Q4 Webinars, and Key Leadership Promotions In the fourth quarter of 2022 these advisors began working with us: Robert Cortes, Mario Veneroso, Aaron Vaughn, Fernanda Hailey, Aaron Cramer, Tryssa Pacciulli, Donald Butcher, Grant Collins, Robert Robinson , Jason Shemtob, Brian...Continue Reading
What are advisors really worried about? A recent ThinkAdvisor piece about the LIFE Act was framed as a debate between Robert Bloink (pro) and William H. Byrnes (con), both professors and co-authors of reference book Tax Facts. For those unfamiliar, the core issue that advisors seem to be anxious about is the LIFE Act’s allowance...Continue Reading
Thank You, Very Superstitious, PARIS, 5% Rules, Clients Want More, Avoiding Risk, Q3 Webinars, and Bolstering the Team In the third quarter of 2022 these advisors began working with us: Cheryl Krueger, Aaron Simpson, Garrett Harper, Adam Stanley, Paul Hansen, Zachary Knable, Scott Garrigus, Brian Click, Scott Hitchcock, Steven Boorstein, Andrew Band, James Hanley, Alan...Continue Reading
We aim to provide advisors and their clients valuable retirement solutions that are simple to use, easy to understand, and delivered with outstanding service. As the advisory landscape changes, our fiduciary insurance platform evolves to meet those changing needs with top-notch service and innovative solutions. The latest additions to the RetireOne platform in the last...Continue Reading
