Tag

Retirement Income
InvestmentNews
InvestmentNews’ Emile Hallez explains what differentiates Constance from variable annuities, the cost, different payment options, and some of the benefits Constance provides.
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
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...
Continue Reading
Wealthmanagement.com
Boomers have been conditioned to accumulate wealth in 401(k)s, IRAs and brokerage accounts. 10k of them retire every day. Now what?  David Stone writes about coming insuretech innovation in WealthManagement.com‘s 2021 mid-year outlook. As we face what some folks are calling “Peak 65,” a vast population of Americans will need to figure out how to...
Continue Reading
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...
Continue Reading
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...
Continue Reading
RA Logo
David Stone shares insights about how RIAs can leverage annuities and life insurance in client portfolios with Jay Coulter on his July 27 “Resilient Advisor Show” podcast. Jay invited David on the show to also provide a synopsis of results from our joint “2021 RIA Protected Accumulation + Retirement Income Survey” with Protective. Survey results,...
Continue Reading
2021 RIA PARIS IG
Lifetime Income or a Fully-Stocked Wine Cellar? Of all the words to describe the last nearly 2 years, “uncertainty” may be the most appropriate. And in times of uncertainty, our natural inclination is to seek predictability. Results from the 2021 “RIA Protected Accumulation + Retirement Income Survey” find that’s particularly true for the investment advisory...
Continue Reading
RIA PARIS 2021 ES
Lifetime Income or a Fully-Stocked Wine Cellar? RIAs understand the critical role of lifetime income in their clients’ financial lives  Results from Protective’s joint “2021 RIA Protected Accumulation + Retirement Income Survey” with RetireOne indicate that while some advisors believe annuities offering guaranteed lifetime income give clients peace of mind, there’s still a lack of awareness around recent advisory...
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
1 2 3 8