Thank You, Survey Says, Michael Finke Says, Risk is the Fabric of the Financial Universe, Constance Keeps Getting Better…and So Does RetireOne Thank You for Choosing RetireOne In the second quarter of 2022 these advisors began working with us: Brian Low, Brent Wilsey, Karen Vergara, Ann Areco, Ashli Newcomb, Joe Froemming, Matt Jonathan Savela, Amanda...Continue Reading
We recently collaborated with Dr. Michael Finke, Professor of Wealth Management at The American College, on a white paper entitled, “Portfolio Income Insurance – Understanding the Benefits of a Contingent Deferred Annuity.” In the white paper, Dr. Finke talks about market risk and how it impacts retirement spending, the stress that increased longevity can put...Continue Reading
RetireOne CEO and co-founder David Stone published an article for WealthManagement.com entitled, “Reframing the Retirement Conversation” which argues that the financial industry’s focus on the size of a client’s retirement savings, their return on investment, and increasingly outdated rules of thumb – like the 4% rule – may be doing more harm to clients than...Continue Reading
Addition of 255 funds and models, new Portfolio Builder tool, and reduction in certificate fees among changes San Francisco, CA – May 26, 2022 — RetireOne®,the leading platform for fee-based insurance solutions, and Midland National Life Insurance Company (Midland National) today announced the addition of Mutual Funds, Exchange-Traded Funds (ETFs), and models to the lineup...Continue Reading
At the beginning of April, RetireOne President Ed Mercier appeared alongside Head of Retirement Distribution Tim Kohn of Dimensional Fund Advisors on Bob Huebscher’s podcast, Gaining Perspective. Huebscher talked to Ed and Tim about RetireOne’s contingent deferred annuity, Constance, and the recent addition of DFA funds to Constance’s suite of covered funds. Ed and Tim...Continue Reading
At 8.5%, inflation is higher than it’s been in 40 years or more. Understandably, investors reaching retirement age are getting a little nervous. Exhibit A: Michael Madden of Wealth Solutions Report recently published an article in response to this inflation-adjacent question from an anonymous financial advisor: “I have a question for Ask the Experts: My...Continue Reading
San Francisco, CA – May 12, 2021 – RetireOne, the leading independent platform for fee-based insurance solutions, today announced a partnership with Fabric to integrate its risk modeling capability into RetireOne’s user platform, beginning with its zero-commission contingent deferred annuity, ConstanceSM. Developed in partnership with Midland National® Life Insurance Company and offered exclusively on the...Continue Reading
Thank You, The Elephant in the Room, LIFE, SECURE, and the New Role of Annuities, An Evolving Conversation, and Bolstering our Leadership Team Thank You for Choosing RetireOne In the first quarter of 2022 these advisors began working with us: Greg Hart, Paul Raab, Martin Watkins, Amy Irvine, Jody Robinson, Freeman Linde, Bill Hansen, Chris...Continue Reading
