November 4, 2021

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November 4, 2021

November 4, 2021ByRetireOneInNews

David Stone: “The core of what we do is we develop technology to allow for the unbundling of the insurance from the investment accounts.”

WealthTech Today Podcast Featuring David Stone of RetireOne, 10/14/21 Craig Iskowitz sat down with RetireOne founder + CEO David Stone on the “WealthTech Today” podcast to talk about how advisors can decumulate client retirement savings with our new contingent deferred annuity, Constance. They chatted a bit about how Constance acts as a “risk wrapper” for...

David Stone: “The core of what we do is we develop technology to allow for the unbundling of the insurance from the investment accounts.”

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David Stone: “The core of what we do is we develop technology to allow for the unbundling of the insurance from the investment accounts.”

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