Available on the RetireOne® platform, BESGUVCX is the first ESG option to be offered in a fixed index annuity San Francisco, CA – February 25, 2021 – Midland National Life Insurance Company (Midland National) announced the addition of the BlackRock ESG US 5% Index ER (ticker: BESGUVCX) to help customers take advantage of the burgeoning...Continue Reading
Website Offers RetireOne Partner Firms Immediate Access to Client Policy Data on Phones, Tablets, or Desktops San Francisco, CA – January 14, 2021 – The newly-launched RetireOne® Advisor Portal provides RIAs direct access to client insurance policy and annuity data. Partner firms now have four options for accessing client insurance policy and annuity data for...Continue Reading
Ben Mattlin takes a look at pension risk transfer in an article for ThinkAdvisor published Sunday, December 20. As folks are living longer and 10,000 boomers retire every day, the need for durable retirement income solutions becomes more and more critical. Mattlin points to a recent trend in corporate pensions toward sharing risk with insurance...Continue Reading
A Ballet of Black Swans Investors over 40 have now experienced several so-called black swan events in the last 20 years. These are those “once every 100 years” financial haymakers that drop our investments to the mat with fearsome efficiency. It is remarkable that Gen-Xers had their 401(k)s and IRAs staggered by not one but...Continue Reading
Fixed indexed annuity combines downside protection with layered crediting strategy that can grow accumulation value two ways San Francisco, CA and West Des Moines, IA – October 28, 2020 – Midland National® Life Insurance Company (Midland National) and RetireOne® have collaborated on the development of a new protected accumulation solution offering growth potential in two...Continue Reading
RetireOne continues to grow fiduciary marketplace with best-of-both–worlds IOVA offering lifetime income option San Francisco, CA and Birmingham, AL – September 16, 2020 – RetireOne® and Protective® are teaming up to bring a new, low-cost advisory variable annuity to market. With an M&E fee of just 30 basis points, and subaccounts from Vanguard® and DFA,...Continue Reading
Advisers on the RetireOne Platform Can Now Choose Advisory Annuities from Pacific Life NEWPORT BEACH and SAN FRANCISCO, Calif. (Sept. 23, 2020)—Pacific Life announced today that it has expanded access to the company’s two fee-based annuities, Pacific Odyssey® and Pacific Index Advisory®, through RetireOne®—the insurance and annuity back office for more than 900 RIAs. “We’re...Continue Reading
RetireOne co-founder and Chief Technology Officer R. Scott Strait, Ph.D., recently co-authored a research paper with RetireOne’s Mark Forman that addresses the changing economic landscape and its impacts on retirement withdrawals. The paper, “Managing Client Risks in Retirement with Guaranteed Living Withdrawal Benefits” was among the finalists selected for this year’s FPA Academic Research competition....Continue Reading
Three things to know before buying one Relatively new to the market, Index-Linked Annuities (“ILAs”) are a bit misunderstood. (For an example of an ILA, look at the Allianz Index Advantage ADV ILA). Like their cousins, fixed indexed annuities, ILAs offer upside potential with downside protection. Both provide market participation via index-following crediting methods, and...Continue Reading
RetireOne/Jackson 2020 RIA Survey featured in ThinkAdvisor Michael S. Fischer featured the 2020 RetireOne/Jackson RIA survey in an article for ThinkAdvisor titled “Two-Thirds of RIAs Open to Recommending Annuities: Survey.” The study aims to gain insights into how RIAs allocate client assets, the technologies they use for planning and management, the timing of income planning...Continue Reading
