The California Insurance Commissioner fined Jefferson National Life (owned by Nationwide) after an 86-year-old contract owner claimed that she didn’t understand the variable annuity that her Investment Advisor Representative had recommended. In a recent Retirement Income Journal article, Publisher Kerry Pechter covers the news out of California regarding the settlement of a complaint against Jefferson...Continue Reading
Featuring: David Stone of RetireOne, 8/17/21 Bob Heubscher interviewed RetireOne founder + CEO David Stone on the “Gaining Perspective” podcast. Bob invited David on the show to discuss the results our joint “2021 RIA Protected Accumulation + Retirement Income Survey” with Protective. David shares insights about the survey, explains how RIAs may work with outsourced insurance...Continue Reading
Boomers have been conditioned to accumulate wealth in 401(k)s, IRAs and brokerage accounts. 10k of them retire every day. Now what? David Stone writes about coming insuretech innovation in WealthManagement.com‘s 2021 mid-year outlook. As we face what some folks are calling “Peak 65,” a vast population of Americans will need to figure out how to...Continue Reading
“The share of advisors who would not recommend an annuity is shrinking, according to a survey by RetireOne and Protective Life.” ThinkAdvisor‘s Michael S. Fischer posted an article covering some of the results from our joint “2021 RIA Protected Accumulation + Retirement Income Survey” with Protective. Fischer highlights survey data measuring changes in RIA sentiment...Continue Reading
“A new survey suggests that a growing number of financial advisors will consider annuities that are low cost and less complex.” Former FA-Mag Managing Editor Dorothy Hinchcliff has launched a new retirement-focused publication called Rethinking65. Dorothy and the Rethinking65 team featured RetireOne’s joint “2021 RIA Protected Accumulation + Retirement Income Survey” with Protective in an...Continue Reading
David Stone shares insights about how RIAs can leverage annuities and life insurance in client portfolios with Jay Coulter on his July 27 “Resilient Advisor Show” podcast. Jay invited David on the show to also provide a synopsis of results from our joint “2021 RIA Protected Accumulation + Retirement Income Survey” with Protective. Survey results,...Continue Reading
Lifetime Income or a Fully-Stocked Wine Cellar? Of all the words to describe the last nearly 2 years, “uncertainty” may be the most appropriate. And in times of uncertainty, our natural inclination is to seek predictability. Results from the 2021 “RIA Protected Accumulation + Retirement Income Survey” find that’s particularly true for the investment advisory...Continue Reading
Lifetime Income or a Fully-Stocked Wine Cellar? RIAs understand the critical role of lifetime income in their clients’ financial lives Results from Protective’s joint “2021 RIA Protected Accumulation + Retirement Income Survey” with RetireOne indicate that while some advisors believe annuities offering guaranteed lifetime income give clients peace of mind, there’s still a lack of awareness around recent advisory...Continue Reading
RetireOne and Protective’s latest survey finds advisor enthusiasm for annuities growing as their clients favor guaranteed income;1 yet many advisors are ignoring client insurance needs San Francisco, CA – July 27th, 2021 – RetireOne®, the leading independent platform for fee-based insurance solutions, and Protective Life Corporation (Protective), a wholly owned subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), today announced the results...Continue Reading
Making a successful RIA move with as many of your client assets as possible…even annuities Writing for ThinkAdvisor, RetireOne Managing Director Kevin Hissong and Lotay Yang of Black Card Circle RIA in California address some hurdles advisors may face as they transition all of their client assets to a fee-based practice structure from a brokerage...Continue Reading
