WealthTech Today Podcast Featuring David Stone of RetireOne, 10/14/21 Craig Iskowitz sat down with RetireOne founder + CEO David Stone on the “WealthTech Today” podcast to talk about how advisors can “pensionize” client retirement savings with our new contingent deferred annuity, Constance. They chatted a bit about how Constance acts as a “risk wrapper” for...Continue Reading
WealthManagement.com’s Diana Britton published an article generously peppered with Ed Mercier quotes about the Constance contingent deferred annuity and the benefits it provides, both to retirees and the RIAs who serve them. The article goes into a fair amount of detail about fee-based annuities and how Constance differs from others. “The novel part about this...Continue Reading
Dorothy Hinchcliff’s retirement publication, Rethinking65, reported on the launch of our new CDA which we developed in partnership with Midland National. This new contingent deferred annuity, Constance, promises to overcome some of the technological hurdles to adoption traditional income solutions have faced in the past. “Through our partnership with Midland National, Constance improves advisor and...Continue Reading
InvestmentNews’ Emile Hallez explains what differentiates Constance from variable annuities, the cost, different payment options, and some of the benefits Constance provides.Continue Reading
Featuring: David Stone of RetireOne, 8/17/21 Bob Heubscher interviewed RetireOne founder + CEO David Stone on the “Gaining Perspective” podcast. Bob invited David on the show to discuss the results our joint “2021 RIA Protected Accumulation + Retirement Income Survey” with Protective. David shares insights about the survey, explains how RIAs may work with outsourced insurance...Continue Reading
“A new survey suggests that a growing number of financial advisors will consider annuities that are low cost and less complex.” Former FA-Mag Managing Editor Dorothy Hinchcliff has launched a new retirement-focused publication called Rethinking65. Dorothy and the Rethinking65 team featured RetireOne’s joint “2021 RIA Protected Accumulation + Retirement Income Survey” with Protective in an...Continue Reading
David Stone shares insights about how RIAs can leverage annuities and life insurance in client portfolios with Jay Coulter on his July 27 “Resilient Advisor Show” podcast. Jay invited David on the show to also provide a synopsis of results from our joint “2021 RIA Protected Accumulation + Retirement Income Survey” with Protective. Survey results,...Continue Reading
Lifetime Income or a Fully-Stocked Wine Cellar? Of all the words to describe the last nearly 2 years, “uncertainty” may be the most appropriate. And in times of uncertainty, our natural inclination is to seek predictability. Results from the 2021 “RIA Protected Accumulation + Retirement Income Survey” find that’s particularly true for the investment advisory...Continue Reading
Lifetime Income or a Fully-Stocked Wine Cellar? RIAs understand the critical role of lifetime income in their clients’ financial lives Results from Protective’s joint “2021 RIA Protected Accumulation + Retirement Income Survey” with RetireOne indicate that while some advisors believe annuities offering guaranteed lifetime income give clients peace of mind, there’s still a lack of awareness around recent advisory...Continue Reading
RetireOne and Protective’s latest survey finds advisor enthusiasm for annuities growing as their clients favor guaranteed income;1 yet many advisors are ignoring client insurance needs San Francisco, CA – July 27th, 2021 – RetireOne®, the leading independent platform for fee-based insurance solutions, and Protective Life Corporation (Protective), a wholly owned subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), today announced the results...Continue Reading
