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 of non-commission products has been one of the culprits, but as more and more fee-based products come to market, why is adoption still low?

Michael Kitces, recently quoted in a Ben Mattlin article in Financial Advisor Magazine, sees it as a technology issue: “Until the products actually fit into RIA technology systems for managing client assets, the adoption will continue to be slow.”

RetireOne CEO David Stone writes in Advisor Perspectives about an unexpected phone call with an advisor that may yield some clues about slow RIA adoption of no-load annuities.

Read the article →

Download your Complimentary eBook:

Learn how our experts can help you with insurance + annuity offerings and bring annuity assets under your management...potentially saving your clients thousands in first-year fees alone.

Get the eBook