Oids

Protective Life Insurance Company Launches New Advisory Variable Universal Life Product on FireLight

Retrieved on: 
Thursday, April 18, 2024
Professional Services, Technology, Insurance, Finance, Software, Fintech, Dai, Prospectus, VUL, Policy, Oids, Business development, Workflow, Dai-ichi, Life, RIA, Protective Life, Firelight, Financial adviser

Hexure, a provider of sales and regulatory automation solutions for the life and annuity industry, announced that Protective Life Insurance Company (Protective), a subsidiary of Dai-ichi Life Holdings, Inc. (Dai-ichi, TSE:8750), has selected FireLight to support digital sales and submission processes for its new advisory variable universal life (VUL) product, Protective Investors Benefit Advisory VUL.

Key Points: 
  • Hexure, a provider of sales and regulatory automation solutions for the life and annuity industry, announced that Protective Life Insurance Company (Protective), a subsidiary of Dai-ichi Life Holdings, Inc. (Dai-ichi, TSE:8750), has selected FireLight to support digital sales and submission processes for its new advisory variable universal life (VUL) product, Protective Investors Benefit Advisory VUL.
  • “As we build a new market for advisory life insurance, it made perfect sense for Protective to collaborate with Hexure for our fee-based advisory VUL offering as well.”
    With their RIA distributors already using FireLight, Protective saw the value in expanding its FireLight experience to include life products.
  • FireLight e-application, a sales component of the FireLight end-to-end sales platform, provides the flexibility and administrative tools to support Protective’s growing life business.
  • Protective Investors Benefit Advisory VUL issued on policy form VUL-15 9-19 and state variations in all states except New York by Protective Life Insurance Company, Nashville, TN.

Corebridge Financial Launches New Multi-Year Guaranteed Annuity for Registered Investment Advisors

Retrieved on: 
Wednesday, January 24, 2024
Professional Services, Insurance, Finance, Senior, Compact disc, Retirement, American International Group, Accounting, Life, Corebridge Financial, RIAS, Oids, Partial, Nature, AGL, Growth, Financial adviser

Corebridge Financial today announced the expansion of its annuity lineup for registered investment advisors (RIAs) with the launch of American Pathway AdvisorySM—a multi-year guaranteed annuity (MYGA) that offers growth and principal protection, along with flexibility and convenience.

Key Points: 
  • Corebridge Financial today announced the expansion of its annuity lineup for registered investment advisors (RIAs) with the launch of American Pathway AdvisorySM—a multi-year guaranteed annuity (MYGA) that offers growth and principal protection, along with flexibility and convenience.
  • American Pathway Advisory is a fixed annuity that brings enhanced flexibility to the MYGA space through innovative renewal options.
  • Registered investment advisors can visit the Corebridge RIA-dedicated website to find business development and client education programs, access interactive tools that help clients better plan and prepare for retirement and discover more about the full suite of Corebridge advisory solutions.
  • "Corebridge Financial is helping more and more registered investment advisors take action to improve retirement outcomes for their clients,” said Eric Taylor, RICP®, Senior Vice President, National Sales Manager, Corebridge Financial.

Study: RIAs Say Clients Worried About Retirement; How They’ll Be Able to Do It, When They’ll Be Able to Do It, and How Well They’ll Be Able to Do It

Retrieved on: 
Wednesday, September 27, 2023
Software, Seniors, Finance, Consulting, Banking, Professional Services, Technology, Consumer, Insurance, IAR, Partnership, RIA, Sleep, Registered, Research, Rila, AUM, Retirement, Allianz, Social Security, Opacity, Financial adviser, Oids, Social, RIAS, Courage, Life insurance

Eighty-five percent also note that their clients expressed concern about the adequacy of their Social Security benefits.

Key Points: 
  • Eighty-five percent also note that their clients expressed concern about the adequacy of their Social Security benefits.
  • Additionally, 63 percent of respondents believe their clients worry that employer-provided retirement benefits may be insufficient.
  • “Rising interest rates have been challenging for investors,” said David Stone , founder and CEO of RetireOne.
  • “The upside is that annuity guarantees, and payout percentages have also risen which, in turn, brings down the cost of creating lifetime income streams.”

RetireOne Announces Key Executive Promotions and New Hires

Retrieved on: 
Thursday, December 1, 2022
Fintech, Personal Finance, Professional Services, Insurance, Growth, OID, RIA, Oids, Forman, Insurance, Retirement, Investment, Marketing, J. P. Morgan, Senior, Nuveen, RIAS, Entrepreneurship, Team, Financial adviser, Management

For the past five years, Forman has served as Head of Marketing and PR at RetireOne.

Key Points: 
  • For the past five years, Forman has served as Head of Marketing and PR at RetireOne.
  • In his expanded role, McNeela will report to Jeff Cusack and will be responsible for building, growing and managing the RetireOne Advisor Solutions Team.
  • In addition to these promotions, RetireOne is expanding its Advisor Solutions team with the hires of industry veterans and restructuring of the Team.
  • Serving over 1,000 RIAs and fee-based advisors since 2011, RetireOne is the leading, independent platform for fee-based insurance solutions.