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RetireOne
Elephant in the Room
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...
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Study explores the benefits of portfolio income insurance and how CDAs may offer better upside potential than a portfolio of bonds or traditional income annuities San Francisco, CA – April 26, 2021 – RetireOne® today released new research from Michael Finke, PhD, CFP®, entitled, “Portfolio Income Insurance: Understanding the Benefits of a Contingent Deferred Annuity.”...
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Portfolio Income Insurance - WP
In his white paper “Portfolio Income Insurance: Understanding the Benefits of a Contingent Deferred Annuity” Michael Finke, PhD examines the impact of market risk on retirement spending and how random financial returns and unknown longevity can put undue stress on retirement savings… and the retirees that spending is meant to support. In the context of...
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Thank You, Constance Launch, New Research from Wade Pfau, Risks for Retirees, 10-Year Anniversary, New MYGAs, New RILAs, and Welcome to the Team! When I was chief legal counsel, and Scott Strait was chief technology officer at Schwab back in the aughts, we had an idea: we wanted to challenge the status quo of retirement...
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RetireOne
Former SVP, Head of Annuity Product Development at Protective Life Corporation, Goyer brings 30 years of experience in product management and design San Francisco, CA – November 16, 2021 – RetireOne®, the leading independent platform for fee-based insurance solutions, today announced the appointment of a new Sr. Managing Director of Product Strategy — Stéphane Goyer....
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unbundled
Wade Pfau explores how CDA may help solve for sequence-of-return risk In a new White Paper entitled, “Unbundling Investments from Insurance to Solve for Lifetime Sequence-of-Return Risk,” American College of Financial Services Professor Wade Pfau, PhD, explores the unique problem presented by sequence-of-returns risk on a retiree’s “fragile decade” – the five years before and...
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RetireOne
New Whitepaper Offers Insights about a New Tool for Mitigating Risk in the Fragile Decade San Francisco, CA – December 2, 2021 – RetireOne® today announces the release of a new whitepaper penned by Wade Pfau, PhD, American College of Financial Services Professor of Retirement Income, entitled, “Unbundling Investments from Insurance to Solve for Lifetime Sequence-of-Return...
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Advisor Perspectives Logo
Featuring: David Stone of RetireOne, 8/17/21 Bob Heubscher interviewed RetireOne founder + CEO David Stone on the “Gaining Perspective” podcast. Bob invited David on the show to discuss the results our joint “2021 RIA Protected Accumulation + Retirement Income Survey” with Protective. David shares insights about the survey, explains how RIAs may work with outsourced insurance...
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