RetireOne ® and Midland National Life Insurance Company proudly announce the launch of a new, zero-commission contingent deferred annuity called Constance. In doing so, Constance allows Registered Investment Advisors flexibility to wrap client brokerage accounts, Individual Retirement Accounts, or Roth IRAs with this lifetime income protection.
RetireOne Launches Tool to Help RIAs Quantify the Impact of Fixed Index Annuities in Client Portfolios
Tool created in partnership with inStream demonstrates how replacing a portion of fixed income portfolio with a next-gen advisory fixed index annuity can improve performance while substantially decreasing risk
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® the leading independent platform for fee-based insurance solutions today announced the broad availability of the
Advisory Annuity Impact Calculator, a tool that enables advisors to evaluate improvements in risk-adjusted returns for their client-specific portfolios. During this time of high equity valuations and low fixed income yields, RetireOne and
inStream Solutions, LLC, worked in partnership on this initiative to demonstrate how using the fee-based fixed index annuity (FIA), IndexMax ADV
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Midland National Life Insurance Company (Midland National) announced the addition of the BlackRock ESG US 5% Index ER (ticker: BESGUVCX) to help customers take advantage of the burgeoning growth in sustainable financial products. IndexMax ADV, exclusively available on the RetireOne
® platform, offers three index options in the dual crediting strategy for accumulation growth potential.
“Designing annuities for fiduciaries demands that we deliver great client outcomes while seizing the growing opportunities in products that are focused on environmental, social, and governance – or ESG – options,”
said Jill Esser, Vice President, Annuity Product Development at Sammons Financial Group. “ESG options are attractive to some customers wanting to address the long-term viability of companies facing the global climate crisis and critical social change. We anticipate that this index will enjoy strong cus
RetireOne Launches Advisor Portal
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SAN FRANCISCO, Jan. 14, 2021 /PRNewswire/ The newly-launched RetireOne
® Advisor Portal provides RIAs direct access to client insurance policy and annuity data. Partner firms now have four options for accessing client insurance policy and annuity data for managing, reporting, and billing on those assets.
RetireOne s team has been responsible for designing and delivering advisory technology solutions in the RIA channel for more than two decades at Schwab, Jefferson National and Nationwide Financial. They have also collaborated with some of the largest RIA firms in the nation since 2011 to develop scalable systems, processes and procedures that fit the fiduciary model. The result is an open architecture fiduciary platform that provides excellent advisor experiences, and conforms to regulatory rigor, including the latest Reg BI requirements.