Study analyzes how CDAs fit the RIA business model and the potential economic benefit of complementing a safe withdrawal strategy with portfolio income insurance San Francisco, CA – June 13, 2023 – RetireOne® today released a new study from Michelle Richter-Gordon, AIF®: “The Net Economic Benefit of Wrapping Risk with a Contingent Deferred Annuity.” The...Continue Reading

In her white paper “The Net Economic Benefit of Wrapping Risk with a Contingent Deferred Annuity,” Michelle Richter-Gordon, AIF® analyzes how unbundling the insurance component from underlying investments allows contingent deferred annuities (CDAs) to more effectively meet the needs of RIAs and their clients. In the context of income planning goals and needs, Michelle shines a...Continue Reading