Webinar: Quantify the Impact of Replacing Fixed Income with Fixed Index Annuities

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Join us Wednesday, April 14 at 2PM EDT

Join us on Wednesday, April 14 as Michelle Richter of Fiduciary Insurance Services explores the findings of her recent white paper "The Benefits of Balancing Growth and Protection in a Diversified Portfolio."

We'll explore:

  • The recent development of fee-based fixed index annuities ("FIAs")
  • How current market conditions are increasing demand for new solutions and experts like Wade Pfau are encouraging advisors to think of FIAs as an asset class
  • How to quantify the impact of replacing a fixed income portfolio allocation with a next-gen fee-based FIA using a new tool from RetireOne and InStream, and
  • Profiles of clients who may benefit from this transfer of risk.

Presenters:

  • Michelle Richter, Founder, Fiduciary Insurance Services
  • Mark Forman, Sr. Managing Director, Retireone





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Free of charge to RIAs and their clients, RetireOne is the leading, independent platform for fee-based insurance solutions. Serving over 1,000 advisors and offering solutions from multiple companies, the RetireOne platform is designed to simplify and add value in fee-based, retirement-solutions distribution. We've been in business since 2011 and currently service over $1 billion of retirement savings investments.