Jay Cooper of Life Annuity Specialist features RetireOne’s recent expansion of the platform’s principal protection suite to include two fixed indexed annuities from Nationwide Financial (New Heights® and Summit®).
Mr. Cooper notes that the expanded offering complements RetireOne’s recent addition of the Great-West Capital Choice® Advisor Index-Linked Variable Annuity, pointing out that these structured annuities can offer more upside potential than FIAs, but with more downside risk.
Mr. Cooper interviews RetireOne CEO David Stone for the article, who notes that the inclusion of these solutions on the platform can help “mitigate behaviors that can really work against” an investor’s best interests, adding “that will become increasingly important as markets experience more and more volatility.”
