Gratitude, Oh MYGA, Squeezing Retirees, Wealthcare Welcome, Nationwide is On Our Side, Year of Security, Q4 Webinars, and Key Leadership Promotions In the fourth quarter of 2022 these advisors began working with us: Robert Cortes, Mario Veneroso, Aaron Vaughn, Fernanda Hailey, Aaron Cramer, Tryssa Pacciulli, Donald Butcher, Grant Collins, Robert Robinson , Jason Shemtob, Brian...Continue Reading
What are advisors really worried about? A recent ThinkAdvisor piece about the LIFE Act was framed as a debate between Robert Bloink (pro) and William H. Byrnes (con), both professors and co-authors of reference book Tax Facts. For those unfamiliar, the core issue that advisors seem to be anxious about is the LIFE Act’s allowance...Continue Reading
Thank You, Very Superstitious, PARIS, 5% Rules, Clients Want More, Avoiding Risk, Q3 Webinars, and Bolstering the Team In the third quarter of 2022 these advisors began working with us: Cheryl Krueger, Aaron Simpson, Garrett Harper, Adam Stanley, Paul Hansen, Zachary Knable, Scott Garrigus, Brian Click, Scott Hitchcock, Steven Boorstein, Andrew Band, James Hanley, Alan...Continue Reading
We aim to provide advisors and their clients valuable retirement solutions that are simple to use, easy to understand, and delivered with outstanding service. As the advisory landscape changes, our fiduciary insurance platform evolves to meet those changing needs with top-notch service and innovative solutions. The latest additions to the RetireOne platform in the last...Continue Reading
Thank You, Survey Says, Michael Finke Says, Risk is the Fabric of the Financial Universe, Constance Keeps Getting Better…and So Does RetireOne Thank You for Choosing RetireOne In the second quarter of 2022 these advisors began working with us: Brian Low, Brent Wilsey, Karen Vergara, Ann Areco, Ashli Newcomb, Joe Froemming, Matt Jonathan Savela, Amanda...Continue Reading
Thank You, The Elephant in the Room, LIFE, SECURE, and the New Role of Annuities, An Evolving Conversation, and Bolstering our Leadership Team Thank You for Choosing RetireOne In the first quarter of 2022 these advisors began working with us: Greg Hart, Paul Raab, Martin Watkins, Amy Irvine, Jody Robinson, Freeman Linde, Bill Hansen, Chris...Continue Reading
The human cost behind current market troubles We all know what’s happening in Eastern Europe right now. We can feel the shockwaves of it all the way over here, in the USA, and the financial industry is abuzz with predictions and speculation. Whether we’re talking about how a long-term war in Ukraine could hurt our...Continue Reading
Have the Rules Changed? Recently Advisor Perspectives posted an advice column by Beverly Flaxington, a practice management consultant who helps financial advisors. In this particular column, she was presented with a query from an advisor, H.D., who objected to the idea that advisors must understand their clients’ goals and values to best help them achieve...Continue Reading
Investors Increasingly Drawn to Lifetime Income Thanks to Harry Markowitz’ Modern Portfolio Theory, the 60/40 portfolio has been a widely appreciated investment strategy. It makes sense. Put most of your money in stocks for growth and diversify by allocating a chunk of it to bonds for stability and protection. But we’ve been experiencing an extended...Continue Reading
Thank You, Constance Launch, New Research from Wade Pfau, Risks for Retirees, 10-Year Anniversary, New MYGAs, New RILAs, and Welcome to the Team! When I was chief legal counsel, and Scott Strait was chief technology officer at Schwab back in the aughts, we had an idea: we wanted to challenge the status quo of retirement...Continue Reading
