Partner with us

Your Insurance +
Annuity Back Office

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.

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We don’t represent the interests of insurance companies. Partner with us for unbiased guidance and support about zero-commission solutions.


Our simplified no-load solutions offer tremendous client value and transparency in their design and pricing.


View client annuity assets in your portfolio software and client statements via data connections through DST, DTCC and others.

No Additional Cost

Consultation, ongoing servicing, and monitoring of client accounts is provided free of charge to you and your clients.

Client Needs

Meet these client needs with our platform's no-load insurance + annuity solutions built for RIAs.


Improve accumulation for your clients. Replace expensive, old annuities with low-cost, no-load options from RetireOne. Lower expenses 65% or more.1

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Retirement Income

If your goal is to create reliable, sustainable retirement income streams for your clients, low-cost, no-load annuities offering lifetime income may help you get there without annuitizing.

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Principal Protection

Protect client principal against market volatility with no-load Fixed Annuities and Fixed Indexed Annuities from RetireOne.

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Wealth Transfer

Our licensed team of experts is trained to help you ensure the worry-free transfer of wealth for your clients with low-cost, no-load annuities and insurance solutions.

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Average first-year savings2
RIA Partners Served
Assets under Advisement
Account Owners Served

Platform Partners

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What our RIA Partners Say

  • “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.”

    Rudy Blanchard
    Rudy Blanchard, MSM, APMA
    Managing Partner, Regatta Research & Money Management
  • “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.”

    Kim Spencer
    Kim Spencer, CFP®, CDFA®
    Financial Planner, Nalls Sherbakoff
  • “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…”

    Harold Grubbs
    Harold Grubbs, RFC, AIFA®
    President, Financial Management, Inc.

News and Press

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.

US News: “7 Ways to Lower Your Retirement Income Risk”

Retirees face many risks in retirement. One risk they face early in retirement can compound...
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Ignites: “Jackson Notches New RIA-Sales Deal for VAs”

Flat-fee variable annuity Elite Access Advisory IISM, income-focused Perspective Advisory II® va, and zero-surrender-charge fixed...
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RetireOne Welcomes Jackson to Fiduciary Marketplace

Jackson to offer advisory variable and fixed index annuities through RetireOne platform San Francisco, Calif....
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Download your Complimentary eBook

Learn how our experts can help you bring annuity assets under your management and potentially save your clients thousands in first-year fees alone.

Download your Complimentary eBook:

Learn how our experts can help you with insurance + annuity offerings and bring annuity assets under your management...potentially saving your clients thousands in first-year fees alone.

Get the eBook