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Principal Protection
1099
A recent private letter ruling (“PLR”) offers tax relief for the annuity-owning clients of registered investment advisors. Issued by the IRS in August, the ruling allows fee-based advisors who manage client assets in non-qualified annuities to bill from them directly without creating a taxable event. Because of the positive impact on client experiences, many financial...
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Flat-fee variable annuity Elite Access Advisory IISM, income-focused Perspective Advisory II® va, and zero-surrender-charge fixed indexed annuity Marketprotector AdvisorySM from Jackson National were added to the RetireOne platform and Emile Hallez covered the deal for “Ignites.” Noting the growing demand for fee-based insurance and annuity solutions among RIAs, Hallez writes that awareness of these zero-commission...
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Jackson to offer advisory variable and fixed index annuities through RetireOne platform San Francisco, Calif. – Sept. 4, 2019 – RetireOne®, the leading independent platform for fee-based insurance solutions, and Jackson National Life Insurance Company® (“Jackson®”) announced a new strategic alliance to bring the carrier’s popular advisory annuity products to fee-only advisors through the independent...
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Partnership grants firm’s wealth managers access to no-load fiduciary marketplace of next-gen risk-managed solutions San Francisco, Calif. – June 4, 2019 – Dynamic Wealth Advisors has partnered with RetireOne® to offer insurance and annuity back office services for the wealth management firms it supports. The new partnership provides distribution, education, servicing, and support for no-load...
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Advisor Perspectives Logo
RetireOne President Ed Mercier has been working in the RIA space for 20 years. In an article for Advisor Perspectives, Ed shares similarities between his experience serving this audience of fiduciaries, and that of his colleague, Jim Combs. Jim is CEO of National Advisors Trust (NATC). NATC is one of the largest trust companies in...
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Iris Logo
In this article for IRIS, RetireOne President Ed Mercier explores the trend toward zero commission or ‘no-load’ insurance products like annuities. As robos take on more and more advisor services, many experts agree that financial behavioral coaching is one area that resists automation. This new generation of low-cost, fiduciary-focused products help RIAs manage client behaviors...
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Pfau Whitepaper Icon
Dr. Wade Pfau, PhD, CFA® recently partnered with inStream to create a portfolio simulator tool that incorporates fixed indexed annuities as an asset class. The tool allows users to compare hypothetical performance of traditional portfolios against those that also include allocations to fixed indexed annuities (FIAs). In his research, Dr. Pfau deployed FIAs as a...
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ThinkAdvisor Logo
Annuities have a terrible reputation. Rather than incorporating them into retirement plans to solve specific problems for investors, some salespeople overstated their features and benefits—selling them as ‘strategies’ rather than tactics. Writing in ThinkAdvisor, RetireOne CEO David Stone says this semantic difference is important. These are complex instruments that help investors achieve important goals, but...
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Kiplinger Logo
Midterms, oil prices, trade wars, conflict in Ukraine, and other instability made markets choppy in the fourth quarter. Research from Bespoke shows that the last three recessions (1990, 2001, 2007) followed the inversion of 3-year and 5-year treasuries by an average of 26 months. We just passed that yield curve inversion milestone. Folks may be...
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Principal protection solution is alternative for de-risking portfolios San Francisco – November 8, 2018 – RetireOne® has teamed up with Great American Life Insurance Company® to offer the Index ProtectorSM 7 annuity to RIAs and fee-based advisors who are seeking non-correlated assets to de-risk client portfolios. With interest rates still relatively low and rising, this...
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