Our mission is to provide advisors and their clients valuable retirement solutions that are simple to use, easy to understand, and delivered with outstanding service. Partnering with RetireOne is easy. Fee-only fiduciaries like you don’t need to have insurance licenses to access our marketplace of no-load insurance + annuity solutions. We’re the agent of record, and there’s no additional cost to you or your clients.
As a fee-only, fully fiduciary advisor, I want to make sure we have access to the highest quality, lowest cost, and most appropriate products for our clients who have insurance and/or annuity needs. To that end, I can highly recommend RetireOne, which my firm has been using for many years. We have talked to other potential providers but like that RetireOne has no membership fee and has a very broad suite of low cost, high quality products available. And, our primary contact person, Neisha Watson, has been fantastic to deal with…knowledgeable, responsive, and proactive.
“We’re always looking for solutions. RetireOne has come to the front for us. We appreciate the service and the product offering which has certainly complemented our current menu of services offered to our clients.”
“I work with a lot of wholesalers. I truly have never worked with anyone that is sharper, knows her stuff, and is on top of things the way Cindy [Ramsey] is.”
“I’m leaning on RetireOne a good bit, so we’re really appreciative of the fact that there is a third party there, and that we can access multiple no-load products…”
RetireOne is the insurance + annuity back office for fee-only fiduciaries and their clients. Our blog features news coverage about broad RIA-related issues, and stories about the providers and people working to transform this space.
Poor market performance early in retirement can lead to losses that are impossible to make up. Learn how to protect clients in this fragile decade.