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About RetireOne
RetireOne is an independent platform that serves as a fiduciary annuity and insurance marketplace for registered investment advisors (RIAs) and their clients. Founded in 2011, the company focuses on providing straightforward retirement solutions and exceptional service. RetireOne prioritizes the security of sensitive customer data and offers innovative, low-cost insurance options to help investors retire with confidence.
The company provides a variety of services, including access to a marketplace of no-load insurance and annuity products, allowing RIAs to offer term life, whole life, long-term care, disability, and supplemental insurance without needing an insurance license. RetireOne also conducts reviews of client annuities and insurance policies to ensure they meet retirement goals and offers training to advisors on retirement needs and solutions.
RetireOne's product offerings include guaranteed retirement income solutions, wealth transfer products, principal protection investments, and accumulation vehicles. The company serves over 1,000 RIAs and manages more than $1.4 billion in retirement savings and income investments, earning recognition for its comprehensive solutions and supportive team.
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