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RetireOne
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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Rethinking65
“A new survey suggests that a growing number of financial advisors will consider annuities that are low cost and less complex.” Former FA-Mag Managing Editor Dorothy Hinchcliff has launched a new retirement-focused publication called Rethinking65. Dorothy and the Rethinking65 team featured RetireOne’s joint “2021 RIA Protected Accumulation + Retirement Income Survey” with Protective in an...
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RA Logo
David Stone shares insights about how RIAs can leverage annuities and life insurance in client portfolios with Jay Coulter on his July 27 “Resilient Advisor Show” podcast. Jay invited David on the show to also provide a synopsis of results from our joint “2021 RIA Protected Accumulation + Retirement Income Survey” with Protective. Survey results,...
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2021 RIA PARIS IG
Lifetime Income or a Fully-Stocked Wine Cellar? Of all the words to describe the last nearly 2 years, “uncertainty” may be the most appropriate. And in times of uncertainty, our natural inclination is to seek predictability. Results from the 2021 “RIA Protected Accumulation + Retirement Income Survey” find that’s particularly true for the investment advisory...
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