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
Benefits of the new partnership include the addition of advisory solutions like the Nationwide Monument Advisor IOVA to RetireOne’s fiduciary marketplace of insurance and annuity solutions and expanded distribution opportunities for Nationwide SAN FRANCISCO – December 15, 2022 –RetireOne®, the leading independent platform for fee-based insurance solutions, and industry leader Nationwide are teaming up to...Continue Reading
Team growth and restructuring to help the outsourced insurance desk meet needs of fast-expanding marketplace SAN FRANCISCO – December 1, 2022 – RetireOne®, the leading independent platform for fee-based insurance solutions, today announced that it has promoted three individuals to senior leadership roles and expanded its Advisor Solutions team. This strategic restructuring comes at a...Continue Reading
RetireOne and Midland National’s latest survey shows financial advisors believe they have the necessary tools and strategies to protect clients’ retirement savings, yet many appear to rely on increasingly outdated methods SAN FRANCISCO – August 24th, 2022 – RetireOne®, the leading independent platform for fee-based insurance solutions, and Midland National Life Insurance Company (Midland National),...Continue Reading
Clients are concerned about the future. What are RIAs doing about It? Whether it’s COVID-19, the war in Ukraine, Social Security, or any of the other myriad factors, advisors say their clients are worried about being able to retire on time, and about outliving their income. But what is being done to address client anxieties?...Continue Reading
Study explores the benefits of portfolio income insurance and how CDAs may offer better upside potential than a portfolio of bonds or traditional income annuities San Francisco, CA – April 26, 2021 – RetireOne® today released new research from Michael Finke, PhD, CFP®, entitled, “Portfolio Income Insurance: Understanding the Benefits of a Contingent Deferred Annuity.”...Continue Reading
In his white paper “Portfolio Income Insurance: Understanding the Benefits of a Contingent Deferred Annuity” Michael Finke, PhD examines the impact of market risk on retirement spending and how random financial returns and unknown longevity can put undue stress on retirement savings… and the retirees that spending is meant to support. In the context of...Continue Reading
Former SVP, Head of Annuity Product Development at Protective Life Corporation, Goyer brings 30 years of experience in product management and design San Francisco, CA – November 16, 2021 – RetireOne®, the leading independent platform for fee-based insurance solutions, today announced the appointment of a new Sr. Managing Director of Product Strategy — Stéphane Goyer....Continue Reading
