November 4, 2021
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 “pensionize” client retirement savings with our new contingent deferred annuity, Constance. They chatted a bit about how Constance acts as a “risk wrapper” for...
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