Welcome to RetireOne's Portfolio Builder

Construct a portfolio of publicly traded Mutual Funds and ETFs that are eligible for coverage by the Constance contingent deferred annuity. This simplified, step-by-step Portfolio Builder tool allows you to select from the approved funds and indicate their percentage to construct a covered portfolio. You can then use the tool to understand the Asset Allocation Tier for which the constructed portfolio qualifies, and test other alternatives for the portfolio. Then, once you indicate your client's Coverage Plan and Advisor Fee Withdrawal preference, the tool presents the cost of the income guarantee (Certificate Fee). Indicating Single or Joint coverage, then allows you to see the potential benefits by age and deferral period. You may then save or print a PDF of your results to aid your clients' application and your ongoing management of the Covered Assets.

Get Started

Name your portfolio

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SEARCH THE FUNDS
SELECT PORTFOLIO AND COVERAGE
PRINT RESULTS