What we're reading and talking about.

3 Steps to Onboarding an Outsourced Insurance Desk

To serve the growing fiduciary movement, a relatively new service model has sprung up: Outsourced Insurance Desks (OIDs). OIDs help...
Continue Reading

Q3 2023 News and Notes

Welcome, Life is Long (Mostly), Continued Misunderstandings, Chaplin vs. Chaplinesque, On-Demand Webinars, Shoutout to StreetCred, New Hire Welcome! In the...
Continue Reading

Why RetireOne?

Advisor Needs RetireOne focuses on three primary advisor needs: More Assets, More Time, Less Risk. These are simple, easy-to-understand needs...
Continue Reading

Q2 2023 News and Notes

Gratitude, A Subload of Faith, The Flimflam, outSOURCEd, TrikTok, MRG + PWMA FTW, Constancely Improving, On-Demand Webinars, New Hire Thank...
Continue Reading

An Outsourced Insurance Desk (OID) Could Be the Missing Key to Your Firm’s Growth

Insurance and annuities play an important role in financial plans. But advising on them requires the appropriate liceneses and registrations....
Continue Reading
Whiskey Fungus

Q1 2023 News and Notes

Gratitude, The Economy and Other Horror Stories, Your New Advisor: Skynet, Retirement Is Actually Complicated, On-Demand Webinar, New Hires Thank...
Continue Reading
Q4 2022 News

Q4 2022 RetireOne News and Notes

Gratitude, Oh MYGA, Squeezing Retirees, Wealthcare Welcome, Nationwide is On Our Side, Year of Security, Q4 Webinars, and Key Leadership...
Continue Reading

Does It Make Sense to Worry about the LIFE Act?

What are advisors really worried about? A recent ThinkAdvisor piece about the LIFE Act was framed as a debate between...
Continue Reading

Q3 2022 RetireOne News and Notes

Thank You, Very Superstitious, PARIS, 5% Rules, Clients Want More, Avoiding Risk, Q3 Webinars, and Bolstering the Team In the...
Continue Reading