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People and ideas that aim to transform this industry.
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Mercier in Advisor Perspectives: Three Lessons from 20 Years of Working with RIAs

RetireOne President Ed Mercier has been working in the RIA space for 20 years. In an article for Advisor Perspectives,...
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Mercier: “Next-Gen Fee-Based Insurance Solutions Complement Behavioral Side of RIA Practice”

In this article for IRIS, RetireOne President Ed Mercier explores the trend toward zero commission or ‘no-load’ insurance products like...
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Stone in ThinkAdvisor: “Annuity Strategies Don’t Work”

Annuities have a terrible reputation. Rather than incorporating them into retirement plans to solve specific problems for investors, some salespeople...
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RetireOne CEO Stone writes in Kiplinger: “Know these 3 Things Before You Invest in a Fixed Indexed Annuity”

Midterms, oil prices, trade wars, conflict in Ukraine, and other instability made markets choppy in the fourth quarter. Research from...
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Stone in Advisor Perspectives: Think Differently about Retirement Income

William Bengen’s 4% rule is approaching its 25th birthday. In the nearly three decades since his discovery of the safe...
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Stone: The Truth about Variable Annuities

Writing for Kiplinger.com, RetireOne® CEO David Stone addresses some old myth-making about variable annuities. As sure as the sun rises...
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Stone Writes in Advisor Perspectives about Slow RIA Adoption of No-Load Annuities

Experts have been weighing in on the slow adoption of no-load annuities and insurance-based solutions by RIAs. Certainly, a lack...
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Stone: Five Things to Look for when Examining Client Variable Annuities

Writing in Advisor Perpectives, RetireOne CEO David Stone provides some insights into how to examine client variable annuities. Some advisors...
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