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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Independent

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

Transparent

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

Connected

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.

Accumulation

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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$100
Average first-year savings2
0+
RIA Partners Served
$0M+
Assets under Advisement
0+
Account Owners Served

Platform Partners

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What our RIA Partners Say

  • 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.

    Sean Curley Headshot
    Sean Curley, CFP®
    Managing Partner/Principal at The Retirement Planning Specialists, LLC
  • “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.

RetireOne Acquires EF Legacy Securities

The broker-dealer purchase accelerates growth and boosts RetireOne insurance and annuity back office capabilities San...
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Covr Financial Technologies Integration Expands RetireOne’s Life, Long-Term Care and Disability Insurance Offerings

Covr’s technology-enabled sales support to power RetireOne’s life insurance experience San Francisco, Calif. – November...
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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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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