by Jo Halverson | Apr 2, 2026 | News
In today’s volatile market environment, wealth advisors are under increasing pressure to deliver both growth and stability. As clients approach retirement—or seek to de-risk concentrated portfolios—annuities are re-emerging as a powerful tool in sophisticated...
by Jo Halverson | Mar 23, 2026 | News
We have officially entered the heart of the “Peak 65” era. In 2026, more than 4 million Americans will reach retirement age, and they are doing so in a landscape where traditional pensions have vanished and the One Big Beautiful Bill Act (OBBBA) has...
by Jo Halverson | Mar 6, 2026 | News
Race to Success The Race for Success: How Advisors Can Accelerate Growth with the Right Support System In today’s fast-moving financial landscape, success isn’t just about working harder—it’s about having the right tools, support, and strategy behind you. Advisors who...
by Jo Halverson | Feb 27, 2026 | News, Uncategorized
Fort Worth, TX — OIP announced today the appointment of Richard Backora as Director of Advisor Experience, joining the firm’s senior leadership team at its Fort Worth home office. Backora brings more than 30 years of financial services leadership experience, focused...
by Jo Halverson | Feb 6, 2026 | News
Financial planners are experts at building roadmaps for their clients’ futures — retirement projections, investment strategies, tax-efficient savings plans, and more. But even the strongest financial plan can unravel quickly when one critical piece is missing: Proper...
by Jo Halverson | Jan 20, 2026 | News
Most people don’t set out to “buy insurance.” They’re trying to protect something: a family, a business, a lifestyle they worked hard to build. And yet, too often, insurance decisions get made in a rushed, transactional way—focused on products instead of outcomes. The...
