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Retirement Income
Retirement Income Journal Logo
Kerry Pechter recently weighed in on two different retirement income solutions that recently launched: RetireOne’s Constance Portflio Retirement Income Guarantee and BlackRock’s LifePath Paycheck. In his Retirement Income Journal, he covers the broad strokes of each income solution, what they’re used for and how they come at the problem from different directions: “The two concepts...
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Wealthmanagement.com
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...
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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...
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InvestmentNews
InvestmentNews’ Emile Hallez explains what differentiates Constance from variable annuities, the cost, different payment options, and some of the benefits Constance provides.
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RetireOne
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...
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2021PARIS IG
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...
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Executive Summary
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...
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