@ThinkAdvisor@WadePfau Educating RIA's and comprehensive financial advisor marketplace is also a key component to understanding these clients solutions. The solutions are there. They just have to understood correctly and used in the correct way. Just like anything else that is in the portfolio.
@TamikoToland@CannexTweets Especially when there are client solutions (annuities for ex.) that get a bad rap. When the client solution calls for and annuity all RIA's & comprehensive financial advisors should take a fresh look at them with an unbiased preconceived opinion.
#theblueprintinsuranceservices
The US needs a systematic review of its retirement income system. Coverage, portability, ability to create emergency savings, and converting savings into income need improvement: https://t.co/aqSFWNh9eo
@CannexTweets @alincome This is a message that we tell RIA's and comprehensive financial advisors more and more everyday. Education is key. The client solutions for the Fee Only Advisors are there. They just have to be used in the correct way.
@CannexTweets @alincome This is a message that we tell RIA's and comprehensive financial advisors more and more everyday. Education is key. The client solutions for the Fee Only Advisors are there. They just have to be used in the correct way.
Investors would allocate more to annuities than bonds?! We think they're onto something. This key finding comes from PRIP, the study we partnered on with @alincome. Check out more findings and study results here: https://t.co/Umv7ZikCE8
@TamikoToland Annuities are a great bond alternative and they are offered as fee only for RIA's and comprehensive financial advisors. Many of them are seeing the light and adding them to their platform as a viable client solution.
#bondalternative#annuities
@rgrikard@TheArmoTrader@michaelbatnick@RetirementRisks Just curious what you would think about an IUL policy that is fee only and matches exact how you incorporate your AUM in your ADV.
Thoughtful comments only. This is a conversation that needs to be had in the RIA industry.
John makes a great case and I believe that inclusion of lifetime income solutions within 401k plans is crucial for improving retirement security for many workers, especially those who would otherwise get no advice.