By

Brian Engard
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...
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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...
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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...
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ThinkAdvisor Logo
Late last year, Citywire published an article, “Attack of the Annuities!”, with which we disagreed on some of the main points. We responded with a blog post explaining our position, and RetireOne CEO and co-founder, David Stone, had more to say on the subject. In mid-April, ThinkAdvisor published his article, “Is the Attack on Annuities...
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Bringing more than 55 years of combined industry experience, Tom McNeela and Jeff Cusack join RetireOne as Director of Client Experience and Sr. Managing Director, Strategic Accounts, respectively. San Francisco, CA – March 28, 2022 – RetireOne®, the leading independent platform for fee-based insurance solutions, today announced the appointment of Tom McNeela and Jeff Cusack...
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Wealthmanagement.com
The Evolving Retirement Conversation Due to a host of conditions and a massive population of Boomers joining the ranks of the retired, we’ve been staring down the barrel of what experts believe could be a looming retirement crisis, trying to find solutions. Do we raise the retirement age? Cut Social Security benefits, or raise taxes?...
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Ukraine
The human cost behind current market troubles We all know what’s happening in Eastern Europe right now. We can feel the shockwaves of it all the way over here, in the USA, and the financial industry is abuzz with predictions and speculation. Whether we’re talking about how a long-term war in Ukraine could hurt our...
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February has been a busy month for RetireOne. There’s still plenty we’re working on that we can’t talk about yet, but one thing we can talk about is the addition of Dimensional Fund Advisors investment strategies to our contingent deferred annuity (CDA), Constance. We believe in Constance and what it can do to revolutionize the...
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DFA’s asset allocation models and 38 Mutual Funds and ETFs are now covered by Constance: the first flat-fee, zero-commission lifetime income solution that RIAs can seamlessly integrate into client portfolios San Francisco, CA – February 15, 2022 – RetireOne®, the leading independent platform for fee-based insurance solutions, today announced they have collaborated with Dimensional Fund...
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Have the Rules Changed? Recently Advisor Perspectives posted an advice column by Beverly Flaxington, a practice management consultant who helps financial advisors. In this particular column, she was presented with a query from an advisor, H.D., who objected to the idea that advisors must understand their clients’ goals and values to best help them achieve...
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