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 Simplicity OID platform in the...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
Insurance and annuities play an important role in financial plans. But advising on them requires the appropriate liceneses and registrations. For RIAs, an OID can be the conduit for accessing zero-commission annuity and insurance solutions for clients. When talking to clients or other parties about their work, most financial advisors tend to lead with wealth...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
To serve the growing fiduciary movement, a relatively new service model has sprung up: Outsourced Insurance Desks (OIDs). OIDs help RIA firms broaden their holistic offerings to include annuities and insurance regardless of whether the IARs at the firm are insurance licensed or registered with FINRA. They also help RIA firms manage risk in two...Continue Reading
Advisor Needs Simplicity OID focuses on three primary advisor needs: More Assets, More Time, Less Risk. These are simple, easy-to-understand needs that most advisors can identify with. Advisors want more assets because that translates directly into more money in their business and in their pockets. They want more time because their time is precious, and...Continue Reading
