Tag

Retirement Income
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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If you’ve worked in financial services for the past 20 years, or you follow financial media, you might think that Baby Boomers were the only American generation. Indeed, most of us regurgitate the dog-eared ‘10,000 Boomers turn 65 every day’ stat the way elementary students dispassionately recite the Pledge of Allegiance. With so many children...
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Since occupying Vanguard’s Chief Executive seat in January of this year, Tim Buckley has been quick to assert his leadership and begin building a legacy. Most recently they’ve announced partnerships that will expand their reach into China, a venture into private equity, and the shuttering of their annuity business.  Writing in RIABiz about all of...
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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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Investment News Contributing Editor Mary Beth Franklin reports that two major themes emerged from the recent Retirement Income Summit in Chicago: the economic impact of increasing longevity, and the need for guaranteed lifetime income as one American turns 73 every seven seconds (source: Joseph Coughlin, MIT Agelab). Certainly, the Retirement Income challenge is exacerbated by a growing...
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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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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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Michael Finke of the American College interviews Nobel Prize winning economist Bill Sharpe about his latest research. “Finding a Better Retirement Income Solution” examines the results of his study demonstrating the strength of annuities as retirement income solutions. Finke says Sharpe is positive about the efficiency of income annuities. Many economists agree on that point....
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