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News
CDAs Are Ready for Their Moment RIA Intel recently ran a piece covering Constance, the new contingent deferred annuity RetireOne is offering in partnership with Midland National. In the article, Holly Deaton talks about annuities in general and CDAs specifically, and the challenges they face in the market, as well as some of the outdated...
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Retirement Income Journal Logo
In October, Kerry Pechter weighed in on two different retirement income solutions that recently launched: RetireOne’s Constance Portflio Retirement Income Guarantee and BlackRock’s LifePath Paycheck. In his Retirement Income Journal, he covers the broad strokes of each income solution, what they’re used for and how they come at the problem from different directions: “The two...
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Life Annuity Specialist Logo
Constance described as “lifetime income protection for mutual funds and ETFs” Cyril Tuohy wrote up a thorough, digestible explainer on the release of RetireOne and Midland National’s new contingent deferred annuity for Life Annuity Specialist. The article covers Constance’s primary benefits, the fee structure (and the fact that the cost is flat and may not...
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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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Wealthmanagement.com
WealthManagement.com’s Diana Britton published an article generously peppered with Ed Mercier quotes about the Constance contingent deferred annuity and the benefits it provides, both to retirees and the RIAs who serve them. The article goes into a fair amount of detail about fee-based annuities and how Constance differs from others. “The novel part about this...
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Rethinking65 Logo
Dorothy Hinchcliff’s retirement publication, Rethinking65, reported on the launch of our new CDA which we developed in partnership with Midland National. This new contingent deferred annuity, Constance, promises to overcome some of the technological hurdles to adoption traditional income solutions have faced in the past. “Through our partnership with Midland National, Constance improves advisor and...
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InvestmentNews
InvestmentNews’ Emile Hallez explains what differentiates Constance from variable annuities, the cost, different payment options, and some of the benefits Constance provides.
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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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ThinkAdvisor Logo
“The share of advisors who would not recommend an annuity is shrinking, according to a survey by RetireOne and Protective Life.” ThinkAdvisor‘s Michael S. Fischer posted an article covering some of the results from our joint “2021 RIA Protected Accumulation + Retirement Income Survey” with Protective. Fischer highlights survey data measuring changes in RIA sentiment...
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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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