Category

Press
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....
Continue Reading
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...
Continue Reading
RetireOne
This solution leverages RetireOne’s exclusive technology platform to offer the first flat-fee, zero-commission solution allowing Registered Investment Advisors to directly manage institutional funds and ETFs San Francisco, CA – Oct. 5, 2021 – RetireOne® and Midland National Life Insurance Company (Midland National) proudly announce the launch of a new, zero-commission contingent deferred annuity (CDA) called...
Continue Reading
RetireOne
RetireOne and Protective’s latest survey finds advisor enthusiasm for annuities growing as their clients favor guaranteed income;1 yet many advisors are ignoring client insurance needs   San Francisco, CA – July 27th, 2021 – RetireOne®, the leading independent platform for fee-based insurance solutions, and Protective Life Corporation (Protective), a wholly owned subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), today announced the results...
Continue Reading
RetireOne
Tool created in partnership with inStream demonstrates how replacing a portion of fixed income portfolio with a next-gen advisory fixed index annuity can improve performance while substantially decreasing risk San Francisco, CA – April 7th, 2021 – RetireOne® — the leading independent platform for fee-based insurance solutions  — today announced the broad availability of the...
Continue Reading
RetireOne
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
RetireOne
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
RetireOne
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
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
RetireOne
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
1 2 3