What we're reading and talking about.
Spring Thaw

Q1 2021 RetireOne News and Notes

More Stimulus, Anticipated Biden Tax Changes, New Pac Life VA w/Fee-Friendly Riders, Advisor Portal, ESG Index Addition, How we Got...
Continue Reading

Q4 2020 News and Notes

RetireOne News and Notes – 4th Quarter – 2020 Surviving 2020, Introducing IndexMax ADVSM, Advisor Collaboration Lab Thank You, New Advisor...
Continue Reading
Sandstone flowing

TIAA-CREF Life Insurance Company introduces new Vanguard Funds

TIAA announced the addition of seven new Vanguard Subaccounts to their Intelligent Variable Annuity® fund lineup, effective May 1, 2020....
Continue Reading
Franklin in Mask

Three Things RIAs Can Do Right Now

The unexpected Gift of Social Distancing The age of social distancing has given me an unexpected gift. I’ve found that...
Continue Reading

Q1 2020 RetireOne News and Notes

Pandemic, Double Dutch, Let it Bleed, Such Great Heights, Protected Income Solutions, Adapt or Die, What RIAs can do with...
Continue Reading

The American Dream of Retirement…Allocations

Markets reacted terribly to news of the Corona Virus hitting American shores last week. Stocks suffered their largest weekly loss...
Continue Reading
in memoriam bg

Q4 2019 RetireOne News and Notes

This…is 2020, Fear of Bears, Schwabitrade, SECURE Act, How RIAs do Insurance, Louisville Slugging, Celebrating the Life of Dennis Collins...
Continue Reading

Advisors Like and Need Variety of Annuity Options in Single Platform

In a recent InsuranceNewsNet article writer Katie Thompson cites a 2018 Global Atlantic survey that confirms what we’ve learned over...
Continue Reading