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Q4 2020 News and Notes

RetireOne News and Notes – 4th Quarter – 2020 Surviving 2020, Introducing IndexMax ADVSM, Advisor Collaboration Lab Thank You, New Advisor...
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TIAA-CREF Life Insurance Company introduces new Vanguard Funds

TIAA announced the addition of seven new Vanguard Subaccounts to their Intelligent Variable Annuity® fund lineup, effective May 1, 2020....
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Franklin in Mask

Three Things RIAs Can Do Right Now

The unexpected Gift of Social Distancing The age of social distancing has given me an unexpected gift. I’ve found that...
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Volatility

The American Dream of Retirement…Allocations

Markets reacted terribly to news of the Corona Virus hitting American shores last week. Stocks suffered their largest weekly loss...
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Choice

Advisors Like and Need Variety of Annuity Options in Single Platform

In a recent InsuranceNewsNet article writer Katie Thompson cites a 2018 Global Atlantic survey that confirms what we’ve learned over...
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1099

Private Letter Ruling Offers Tax Relief for RIA Clients

A recent private letter ruling (“PLR”) offers tax relief for the annuity-owning clients of registered investment advisors. Issued by the...
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Are Fintech Firms Ignoring a Huge Opportunity?

If you’ve worked in financial services for the past 20 years, or you follow financial media, you might think that...
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Q2 2019 News and Notes

Hoo’s, Defense, FIAs, the 500th RIJ, Dynamic, Risk, Legislation, Trade War, Regulation, RegBI Opine, the “F” Word, Vanguard, Leo-nard Bernstein!...
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