At the beginning of April, RetireOne President Ed Mercier appeared alongside Head of Retirement Distribution Tim Kohn of Dimensional Fund Advisors on Bob Huebscher’s podcast, Gaining Perspective. Huebscher talked to Ed and Tim about RetireOne’s contingent deferred annuity, Constance, and the recent addition of DFA funds to Constance’s suite of covered funds.
Ed and Tim address the unique challenges facing today’s retirees, and the increasing need for guaranteed lifetime income provided flexibly by solutions like the Constance CDA.
Here’s an excerpt:
Even though this is a registered insurance product, RetireOne offers consulting services throughout the country… meaning so you’ve got somebody that can put it in place and then you do the managing of the assets.
Give it a listen: