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Retirement Income
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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...
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Can advisors afford to just be portfolio managers? RetireOne President Ed Mercier recently appeared with Mark Colaço of Dimensional Fund Advisors on Robert Huebscher’s Gaining Perspective Podcast to discuss the future of financial advice, and the role insurance might play in it. In the podcast, Ed and Mark talked about each company’s respective survey data,...
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Are advisors doing enough to allay client fears? RetireOne recently conducted a joint survey with Midland National Life Insurance to better understand the landscape of retirement planning. You can check out the executive summary, but one of the key takeaways is that clients are concerned about outliving their retirement savings (82%) due to a wide...
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Oisin Breen quoted RetireOne CEO and co-founder David Stone in an RIABiz article about Baltimore-based RIA firm Facet Wealth forging a formal vendor relationship with Policygenius.com. In Breen’s view the deal may have come at just the right time for the struggling digital insurance broker. Stone had this to say: “[It’s] a great move …...
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Can they become a $100B Industry? We sure think so! Michelle Richter, executive director of the Institutional Retirement Income Council, recently wrote a pair of articles for Advisor Perspectives on contingent deferred annuities entitled “Guaranteed Income for Life.” In the first article, “Can Contingent Deferred Annuities Become a $100B Industry?” Richter examines why Americans don’t...
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Teaching clients to embrace risk We like to think we make rational decisions based on the information available. But in truth, our brains use cognitive biases — psychologists call them “heuristics”— to make decisions more efficiently. And while we try to consider all the information available to us, we tend to employ the information we...
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RetireOne
RetireOne and Midland National’s latest survey shows financial advisors believe they have the necessary tools and strategies to protect clients’ retirement savings, yet many appear to rely on increasingly outdated methods SAN FRANCISCO – August 24th, 2022 – RetireOne®, the leading independent platform for fee-based insurance solutions, and Midland National Life Insurance Company (Midland National),...
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2022 RIA PARIS
Clients are concerned about the future. What are RIAs doing about It? Whether it’s COVID-19, the war in Ukraine, Social Security, or any of the other myriad factors, advisors say their clients are worried about being able to retire on time, and about outliving their income. But what is being done to address client anxieties?...
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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...
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Here at RetireOne, we believe that advisors and their clients should have access to the best possible fee-based insurance and annuity solutions. That’s why we launched Constance, our contingent deferred annuity (CDA), and it’s why we keep working to improve it. We recently published a press release entitled “RetireOne and Midland National Announce Constance Enhancements,”...
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