San Francisco, CA – May 12, 2021 – RetireOne, the leading independent platform for fee-based insurance solutions, today announced a partnership with Fabric to integrate its risk modeling capability into RetireOne’s user platform, beginning with its zero-commission contingent deferred annuity, ConstanceSM. Developed in partnership with Midland National® Life Insurance Company and offered exclusively on the...Continue Reading
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.”...Continue Reading
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...Continue Reading
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...Continue Reading
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
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
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 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
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
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
