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...Continue Reading
Writing in Advisor Perpectives, RetireOne CEO David Stone provides some insights into how to examine client variable annuities. Some advisors hate them for their complexity, high cost, and lack of transparency. And because RIAs aren’t typically insurance licensed, when clients walk in to their offices with VAs, some would rather refer them to an insurance...Continue Reading
Jay Cooper of Life Annuity Specialist features RetireOne’s recent expansion of the platform’s principal protection suite to include two fixed indexed annuities from Nationwide Financial (New Heights® and Summit®). Mr. Cooper notes that the expanded offering complements RetireOne’s recent addition of the Great-West Capital Choice® Advisor Index-Linked Variable Annuity, pointing out that these structured annuities...Continue Reading
Retirement Income Journal spotlights RetireOne’s partnership with Great-West to carry the new fee-based index-linked variable annuity (ILVA) Capital Choice Advisor. Retirement Income Journal editorial staff note the emergence of index-linked variable annuities as index-following alternatives to their fixed index annuity brethren and note two principal differentiators: ILVAs typically offer much higher upside potential but, in...Continue Reading
The leading independent platform for fee-based insurance solutions now includes fixed indexed annuities (FIAs) San Francisco, CA – April 25, 2018 – A suite of fixed indexed annuities (FIAs) are now available on the RetireOneTM platform. The inclusion of fee-based and traditional FIAs as a portfolio option provides RIAs and fee-based advisors with a risk...Continue Reading
New Index-Linked Variable Annuities offer Upside Potential with Two Options for Downside Protection San Francisco, CA – April 12, 2018 – RetireOne®, the leading independent platform for fee-based insurance solutions, announced a partnership with Great-West Financial to offer their first-of-its-kind, fee-based Index-Linked Variable Annuity (ILVA). “With the addition of index-linked variable annuities to our platform,...Continue Reading
I started RetireOne® because the time had come for a new and better way to meet the needs of the millions of Americans who are falling short of retirement savings goals and who run the real risk of running out of money during their retirement. It was very strange to me that the solutions available...Continue Reading
