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Accumulation
RetireOne
Available on the RetireOne® platform, BESGUVCX is the first ESG option to be offered in a fixed index annuity San Francisco, CA – February 25, 2021 – Midland National Life Insurance Company (Midland National) announced the addition of the BlackRock ESG US 5% Index ER (ticker: BESGUVCX) to help customers take advantage of the burgeoning...
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RetireOne
Website Offers RetireOne Partner Firms Immediate Access to Client Policy Data on Phones, Tablets, or Desktops San Francisco, CA – January 14, 2021 – The newly-launched RetireOne® Advisor Portal provides RIAs direct access to client insurance policy and annuity data. Partner firms now have four options for accessing client insurance policy and annuity data for...
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Vials
RetireOne News and Notes – 4th Quarter – 2020 Surviving 2020, Introducing IndexMax ADVSM, Advisor Collaboration Lab Thank You, New Advisor Portal, Retire One: Peas and Mushrooms, and Bearing Witness We are in this liminal space now as we await the restoration of some normalcy to the planet. November announcements of the remarkable efficacy of the...
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A Ballet of Black Swans Investors over 40 have now experienced several so-called black swan events in the last 20 years. These are those “once every 100 years” financial haymakers that drop our investments to the mat with fearsome efficiency. It is remarkable that Gen-Xers had their 401(k)s and IRAs staggered by not one but...
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Wanna Feel Old?, FPA Academic Paper Finalists, RIAs Open to Annuities, New IOVA from Principal, Pac Life Partnership, and a Reckoning in Louisville More than three quarters over and no amount of EMDR seems capable of healing the 2020 trauma. At least the last quarter gave us NBA basketball in the bubble and fan-less major...
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RetireOne
RetireOne continues to grow fiduciary marketplace with best-of-both–worlds IOVA offering lifetime income option San Francisco, CA and Birmingham, AL – September 16, 2020 – RetireOne®  and Protective® are teaming up to bring a new, low-cost advisory variable annuity to market. With an M&E fee of just 30 basis points, and subaccounts from Vanguard® and DFA,...
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RetireOne
Advisers on the RetireOne Platform Can Now Choose Advisory Annuities from Pacific Life  NEWPORT BEACH and SAN FRANCISCO, Calif. (Sept. 23, 2020)—Pacific Life announced today that it has expanded access to the company’s two fee-based annuities, Pacific Odyssey® and Pacific Index Advisory®, through RetireOne®—the insurance and annuity back office for more than 900 RIAs.  “We’re...
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Three things to know before buying one Relatively new to the market, Index-Linked Annuities (“ILAs”) are a bit misunderstood. (For an example of an ILA, look at the Allianz Index Advantage ADV ILA). Like their cousins, fixed indexed annuities, ILAs offer upside potential with downside protection. Both provide market participation via index-following crediting methods, and...
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RetireOne/Jackson 2020 RIA Survey featured in ThinkAdvisor Michael S. Fischer featured the 2020 RetireOne/Jackson RIA survey in an article for ThinkAdvisor titled “Two-Thirds of RIAs Open to Recommending Annuities: Survey.” The study aims to gain insights into how RIAs allocate client assets, the technologies they use for planning and management, the timing of income planning...
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InvestmentNews
More advisers are becoming open to the products, but many still don’t like their costs, complexity and lack of liquidity With this headline, “Just say no to annuities, one-third of RIAs say: Survey,” Emile Hallez (InvestmentNews) certainly interprets the results of RetireOne’s joint RIA survey with Jackson as ‘glass half empty.’ Or maybe it’s ‘glass third...
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