Impacts of inflation, geopolitical instability, and healthcare costs on retirement portfolios may be fueling client curiosity about how to protect income in retirement. San Francisco, CA – September 27, 2023 – Simplicity OID, the leading independent platform for fee-based insurance solutions, in partnership with Allianz Life Insurance Company of North America (Allianz) released their joint...Continue Reading

As “Peak 65” approaches, client concerns over retirement may be fueling curiosity about how to protect income in retirement Inflation, geopolitical instability, and rising healthcare costs continue to have significant impacts on those in or approaching retirement, and RIAs say clients are understandably nervous. According to our joint Simplicity OID and Allianz 2023 RIA Protected...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