By

Brian Engard
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Oisin Breen quoted RetireOne CEO and co-founder David Stone in an RIABiz article about Baltimore-based RIA firm Facet Wealth forging a formal vendor relationship with Policygenius.com. In Breen’s view the deal may have come at just the right time for the struggling digital insurance broker. Stone had this to say: “[It’s] a great move …...
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Can they become a $100B Industry? We sure think so! Michelle Richter, executive director of the Institutional Retirement Income Council, recently wrote a pair of articles for Advisor Perspectives on contingent deferred annuities entitled “Guaranteed Income for Life.” In the first article, “Can Contingent Deferred Annuities Become a $100B Industry?” Richter examines why Americans don’t...
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Teaching clients to embrace risk We like to think we make rational decisions based on the information available. But in truth, our brains use cognitive biases — psychologists call them “heuristics”— to make decisions more efficiently. And while we try to consider all the information available to us, we tend to employ the information we...
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Here at RetireOne, we believe that advisors and their clients should have access to the best possible fee-based insurance and annuity solutions. That’s why we launched Constance, our contingent deferred annuity (CDA), and it’s why we keep working to improve it. We recently published a press release entitled “RetireOne and Midland National Announce Constance Enhancements,”...
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We recently collaborated with Dr. Michael Finke, Professor of Wealth Management at The American College, on a white paper entitled, “Portfolio Income Insurance – Understanding the Benefits of a Contingent Deferred Annuity.” In the white paper, Dr. Finke talks about market risk and how it impacts retirement spending, the stress that increased longevity can put...
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Wealthmanagement.com
RetireOne CEO and co-founder David Stone published an article for WealthManagement.com entitled, “Reframing the Retirement Conversation” which argues that the financial industry’s focus on the size of a client’s retirement savings, their return on investment, and increasingly outdated rules of thumb – like the 4% rule – may be doing more harm to clients than...
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At the beginning of April, RetireOne President Ed Mercier appeared alongside Head of Retirement Distribution Tim Kohn of Dimensional Fund Advisors on Bob Huebscher’s podcast, Gaining Perspective. Huebscher talked to Ed and Tim about RetireOne’s contingent deferred annuity, Constance, and the recent addition of DFA funds to Constance’s suite of covered funds. Ed and Tim...
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Bringing more than 55 years of combined industry experience, Tom McNeela and Jeff Cusack join RetireOne as Director of Client Experience and Sr. Managing Director, Strategic Accounts, respectively. San Francisco, CA – March 28, 2022 – RetireOne®, the leading independent platform for fee-based insurance solutions, today announced the appointment of Tom McNeela and Jeff Cusack...
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