Citywire recently published an article entitled “Attack of the Annuities!” and, as you might expect from an article with a title patterned after schlocky B-movies, it leans toward sensationalism on the subject of annuities in the RIA space. The article sets the tone with a quote from Ken Fisher: “I would die and go to...Continue Reading
In October, Kerry Pechter weighed in on two different retirement income solutions that recently launched: RetireOne’s Constance Portflio Retirement Income Guarantee and BlackRock’s LifePath Paycheck. In his Retirement Income Journal, he covers the broad strokes of each income solution, what they’re used for and how they come at the problem from different directions: “The two...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
RetireOne collaborated with American College Professor of Retirement Income Wade Pfau, Ph.D., on a recent webinar for Advisor Perspectives: “Best Practices for Retirement Income Planning + How a New Tool can Help.” Dr. Pfau joined RetireOne Founder and CEO David Stone and Inside Information’s Bob Veres to discuss strategies for protecting retirement portfolios against risk...Continue Reading
The origin story This year marks the 10-year anniversary of RetireOne. The company has a storied history, full of ups and downs, tough times and perseverance and rewards. Several people still with RetireOne were here when it started. I’m not one of those people. I’m one of RetireOne’s newest employees, so when I was first...Continue Reading
Wade Pfau explores how CDA may help solve for sequence-of-return risk In a new White Paper entitled, “Unbundling Investments from Insurance to Solve for Lifetime Sequence-of-Return Risk,” American College of Financial Services Professor Wade Pfau, PhD, explores the unique problem presented by sequence-of-returns risk on a retiree’s “fragile decade” – the five years before and...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
Grow Your Business by Focusing on Others Business Networking International (or BNI), a networking organization with more than 3700 chapters in the United States alone, has a motto: “Givers Gain.” The basic principle is that, when you approach networking from the perspective of what it can do for you, you’re unlikely to get much out...Continue Reading
Midwest Holding subsidiary American Life has launched their first-ever Multi-Year Guaranteed Annuity (MYGA) for the RIA market. American Life consulted with financial advisors about the kinds of annuity products they want access to, and they identified a “fast-growing demand for MYGA products tailored to Registered Investment Advisors and their clients.” This new fee-based MYGA is...Continue Reading
Writing for Advisor Magazine, RetireOne co-founder and CEO David Stone points out that 10,000 Baby Boomers retire every day—many of them without employer-provided defined benefit plans. Without these traditional pensions to provide sustainable income in retirement, it’s no wonder 40% of Americans fear retirement more than death. In the absence of a pension, the answer...Continue Reading
