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,” which details several of the ways we’ve been doing this.
It looks like the financial sector media took notice. Here’s a sampling of the coverage Constance has received recently.
From MarketWatch:
“You pay an annual fee for the insurance and spend your money free of the fear that a stock market crash will ruin your retirement. This is especially important early in retirement when retirees spend the most and a down market has the biggest impact on lifestyle. A retiree can buy portfolio insurance for a decade and if they get lucky and markets do well, they can drop the insurance and live happily ever after.”
ThinkAdvisor featured us in an annuity news roundup:
A CDA is a lifetime income protection product. It includes all of the machinery in an individual annuity that can provide a lifetime stream of income, other than the investment portfolio used to support the lifetime income guarantee.
Life Annuity Specialist wrote a piece about contingent deferred annuities, and Constance was mentioned throughout:
Industry watchers expect that contingent deferred annuities will gain traction among registered investment advisors, as they can be easily integrated into portfolios that are managed on a fee basis.
Stay tuned for more great news about Constance and RetireOne!
