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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