We were excited to be part of a dynamic panel at NAPFA 2025, in exploring how today’s Multi-Year Guaranteed Annuities (MYGAs) are reshaping fixed-income strategies for fiduciary advisors. Our own Ed Mercier, RetireOne, along with Jayant Walia, Gainbridge, our partnering company lead a discussion highlighting key innovations in cost structure, liquidity, and transparency—dispelling outdated myths and showcasing how MYGAs now fit seamlessly into fee-based planning models. Through real-world case studies and practical insights, attendees learned how modern MYGAs can support accumulation, income planning, and risk management within diversified portfolios.
