Gratitude, A Subload of Faith, The Flimflam, outSOURCEd, TrikTok, MRG + PWMA FTW, Constancely Improving, On-Demand Webinars, New Hire Thank You for Choosing RetireOne These advisors began working with us in the second quarter of 2023: Ryne Vickery, Mike Watson, Debbie Wise, Andrew Holte, Richard Todd Davis, Dylan Barr, Nickolas Oldhan, Sean Castle, William McColl,...Continue Reading
At the 2023 LIMRA Life Insurance and Annuity Conference, RetireOne Chief Distribution Officer Jeff Cusack participated in a panel entitled, “Contingent Deferred Annuities: The Next Big Thing?” It should come as no surprise that we at RetireOne believe CDAs are the next big thing. After all, we launched our own CDA last year, and recently...Continue Reading
Insurance and annuities play an important role in financial plans. But advising on them requires the appropriate liceneses and registrations. For RIAs, an OID can be the conduit for accessing zero-commission annuity and insurance solutions for clients. When talking to clients or other parties about their work, most financial advisors tend to lead with wealth...Continue Reading
We recently partnered with Pension & Wealth Management Advisors (PWMA), a Massachusetts-based wealth management firm, to launch a new program for their clients and advisors: PWMA Portfolio Income Insurance. The idea is simple but powerful: take a standard model portfolio and wrap it in a contingent deferred annuity (CDA), thus allowing PWMA advisors to provide...Continue Reading
Enhancements include fee reductions, additional investment options and simplified coverage choices SAN FRANCISCO – May 3rd, 2023 — RetireOne®, the leading independent platform for fee-based insurance solutions, and Midland National Life Insurance Company (Midland National) today announced enhancements to the Constance contingent deferred annuity (CDA) designed to make the CDA easier to integrate into a...Continue Reading
RIAs leveraging RetireOne’s outsourced insurance desk will have access to more advisory-centric annuities that provide protected lifetime income and focus on risk management SAN FRANCISCO – March 28, 2023 – RetireOne®, the leading independent platform for fee-based insurance solutions, today announced a partnership with Corebridge Financial, formerly AIG Life & Retirement, to distribute two fee-based...Continue Reading
In December, we announced a partnership with Nationwide to distribute their advisory annuity and VUL solution on the RetireOne platform. It’s an exciting development that allows us to offer up top-tier Nationwide advisory solutions to our advisors, as well as marry their insurance offerings to our risk-off capabilities. In the words of our own Chief...Continue Reading
We had a busy Q4! In addition to our big Nationwide announcement (which we’ll cover in a separate blog post), our CEO and Co-Founder, David Stone, made the rounds in the media. First up was an RIA Intel piece on inflation: “Inflation Poses the Biggest Risk to Retirement Goals – For Now.” The article examines...Continue Reading
Gratitude, Oh MYGA, Squeezing Retirees, Wealthcare Welcome, Nationwide is On Our Side, Year of Security, Q4 Webinars, and Key Leadership Promotions In the fourth quarter of 2022 these advisors began working with us: Robert Cortes, Mario Veneroso, Aaron Vaughn, Fernanda Hailey, Aaron Cramer, Tryssa Pacciulli, Donald Butcher, Grant Collins, Robert Robinson , Jason Shemtob, Brian...Continue Reading
