WealthTech Today

WealthTech Today


Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne

October 21, 2021

“Advisors don’t like the fee structure of annuities, that’s one of the things they always say to us. They know they have to insure against sequence of return risk. They love the idea of guaranteed income, but at some point they don’t want their clients paying the benefit-based fee, which is always increasing. And they […]