The origin story This year marks the 10-year anniversary of RetireOne. The company has a storied history, full of ups and downs, tough times and perseverance and rewards. Several people still with RetireOne were here when it started. I’m not one of those people. I’m one of RetireOne’s newest employees, so when I was first...Continue Reading
Fee-based solution is offered in 3-, 5-, or 7-year duration To help meet growing demand among RIAs, our partners at Midland National Life Insurance Company (Midland National) launched a new Multi-Year Guarantee Annuity (MYGA) named Oak ADVantageSM. This new advisory MYGA has been designed specifically with RIAs in mind and is available on the RetireOne...Continue Reading
Grow Your Business by Focusing on Others Business Networking International (or BNI), a networking organization with more than 3700 chapters in the United States alone, has a motto: “Givers Gain.” The basic principle is that, when you approach networking from the perspective of what it can do for you, you’re unlikely to get much out...Continue Reading
Thank You, RIAs Trending Up, How Annuities Move, Speaking of OIDs, RIA PARIS, and The Future—Unbundled It’s happening. Maybe not as quickly as some are expecting, but it is happening. More folks are going RIA, as fewer are joining the ranks of FINRA-registered broker-dealers. It’s not just about how advisors choose to structure their businesses....Continue Reading
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
