Constance described as “lifetime income protection for mutual funds and ETFs” Cyril Tuohy wrote up a thorough, digestible explainer on the release of RetireOne and Midland National’s new contingent deferred annuity for Life Annuity Specialist. The article covers Constance’s primary benefits, the fee structure (and the fact that the cost is flat and may not...Continue Reading
Thank You, RIAs Trending Up, How Annuities Move, Speaking of OIDs, RIA PARIS, and The Future—Unbundled It’s happening. Maybe not as quickly as some are expecting, but it is happening. More folks are going RIA, as fewer are joining the ranks of FINRA-registered broker-dealers. It’s not just about how advisors choose to structure their businesses....Continue Reading
WealthTech Today Podcast Featuring David Stone of RetireOne, 10/14/21 Craig Iskowitz sat down with RetireOne founder + CEO David Stone on the “WealthTech Today” podcast to talk about how advisors can decumulate client retirement savings with our new contingent deferred annuity, Constance. They chatted a bit about how Constance acts as a “risk wrapper” for...Continue Reading
WealthManagement.com’s Diana Britton published an article generously peppered with Ed Mercier quotes about the Constance contingent deferred annuity and the benefits it provides, both to retirees and the RIAs who serve them. The article goes into a fair amount of detail about fee-based annuities and how Constance differs from others. “The novel part about this...Continue Reading
Dorothy Hinchcliff’s retirement publication, Rethinking65, reported on the launch of our new CDA which we developed in partnership with Midland National. This new contingent deferred annuity, Constance, promises to overcome some of the technological hurdles to adoption traditional income solutions have faced in the past. “Through our partnership with Midland National, Constance improves advisor and...Continue Reading
InvestmentNews’ Emile Hallez explains what differentiates Constance from variable annuities, the cost, different payment options, and some of the benefits Constance provides.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
The California Insurance Commissioner fined Jefferson National Life (owned by Nationwide) after an 86-year-old contract owner claimed that she didn’t understand the variable annuity that her Investment Advisor Representative had recommended. In a recent Retirement Income Journal article, Publisher Kerry Pechter covers the news out of California regarding the settlement of a complaint against Jefferson...Continue Reading
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
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
