Ryan Neal, the Financial Planning Technology Editor featured RetireOne’s recent launch of the Advisory Annuity Impact calculator in a story covering advisor’s use of downside risk protection products. He points out that providers are developing technologies to prove the value of insured solutions in client portfolios, as rates remain historically low, and folks make the case for replacing a...Continue Reading
More Stimulus, Anticipated Biden Tax Changes, New Pac Life VA w/Fee-Friendly Riders, Advisor Portal, ESG Index Addition, How we Got StreetCred, and Saying “Goodbye” to a North Beach Legend As we thaw from our long pandemic winter, newly minted President Joe Biden’s ambitious policies, or the hints thereof, have begun to take shape. Will his...Continue Reading
Tool created in partnership with inStream demonstrates how replacing a portion of fixed income portfolio with a next-gen advisory fixed index annuity can improve performance while substantially decreasing risk San Francisco, CA – April 7th, 2021 – RetireOne® — the leading independent platform for fee-based insurance solutions — today announced the broad availability of the...Continue Reading
As interest rates remain historically low, investors and their advisors are seeking fixed income alternatives. Here’s how a next-gen fee-based advisory FIA may fit the bill. Introducing IndexMax ADVSM: a first-in-kind commission-free fixed index annuity (FIA) offering layered crediting strategies designed for maximizing accumulation by adding: (1) A no-loss floor to (2) Annual Performance Credits...Continue Reading
Available on the RetireOne® platform, BESGUVCX is the first ESG option to be offered in a fixed index annuity San Francisco, CA – February 25, 2021 – Midland National Life Insurance Company (Midland National) announced the addition of the BlackRock ESG US 5% Index ER (ticker: BESGUVCX) to help customers take advantage of the burgeoning...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
RetireOne News and Notes – 4th Quarter – 2020 Surviving 2020, Introducing IndexMax ADVSM, Advisor Collaboration Lab Thank You, New Advisor Portal, Retire One: Peas and Mushrooms, and Bearing Witness We are in this liminal space now as we await the restoration of some normalcy to the planet. November announcements of the remarkable efficacy of the...Continue Reading
A Ballet of Black Swans Investors over 40 have now experienced several so-called black swan events in the last 20 years. These are those “once every 100 years” financial haymakers that drop our investments to the mat with fearsome efficiency. It is remarkable that Gen-Xers had their 401(k)s and IRAs staggered by not one but...Continue Reading
Wanna Feel Old?, FPA Academic Paper Finalists, RIAs Open to Annuities, New IOVA from Protective, Pac Life Partnership, and a Reckoning in Louisville More than three quarters over and no amount of EMDR seems capable of healing the 2020 trauma. At least the last quarter gave us NBA basketball in the bubble and fan-less major...Continue Reading
