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

Brood X + the Mystery of Pi, Why Fiduciaries Can’t Ignore Annuities, New Fixed Index Annuity Tool, Pacific Life and the PIP, Wealthies Finalists When the ground temperature reached 65 degrees in May, brood x cicada nymphs dug themselves out of their 17-year subterranean homes to molt, drum up an unholy racket, mate, hatch, and...Continue Reading

In David Stone’s latest article for Advisor Perspectives, he writes about RIAs who choose to ignore annuities. He notes that, “When you consider that nearly half (48%) of Americans own or previously owned annuities, you understand that declining to offer guidance on those investments could mean that you are turning your back on a large swath of...Continue Reading

Website Offers RetireOne Partner Firms Immediate Access to Client Policy Data on Phones, Tablets, or Desktops San Francisco, CA – January 14, 2021 – The newly-launched RetireOne® Advisor Portal provides RIAs direct access to client insurance policy and annuity data. Partner firms now have four options for accessing client insurance policy and annuity data for...Continue Reading