Advisor Solutions Team

Partner with Us

When you partner with us, you benefit from RetireOne’s years of experience solving the retirement planning needs of investors. Our Advisor Solutions Team is committed to providing the complete support that you need to guide clients on the path to successful retirement, whether they need to create sustainable income streams, or replace expensive old annuities via a tax-free 1035 exchange.

Our Advisor Solutions Team is FINRA registered, and insurance licensed. Your dedicated relationship manager understands your fiduciary practice, helps you spot potential client needs, and locates transparent, low-cost investment vehicles that are liquid, easy to explain, and simple to use. At no additional cost, we are prepared to assist you with:

Analysis

We review client annuities, retirement investments, and insurance policies.

Education

We offer training on retirement needs and solutions (including CE-approved presentations).

Service + Support

We provide ongoing expertise, sales and support for insurance, annuities and living benefits.

Data Connectivity

Improve the visibility of client investments on advisor technologies via DST and DTCC.

Territory Map

Hours

Market Days: 8:30AM – 7:00PM ET
Fridays: 8:30AM – 5:30PM ET
Weekends and Holidays: Closed
Phone: (877) 575-2742
FAX: (502) 882-6040

Mailing Address

222 South First Street
Suite 600
Louisville, KY 40202

Schedule Follow-Up

Book a Meeting

Process

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We Review Statements

RetireOne reviews client statements to analyze current client scenario and needs.

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We Run Illustrations

We use Morningstar® Annuity Intelligence and other tools to compare solutions.

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We Pre-Fill Applications

If we locate an appropriate solution, we pre-fill applications and send them back to you for signatures.

You Get Signatures

You collect all signatures and provide missing info. We ensure it is in good order.

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We Manage Suitability

Transactions made on behalf of your clients undergo multiple levels of suitability review at RetireOne.

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We Connect Data

Once the account funds, we help connect accounts to your firm’s favored technologies.

Operational Excellence

We help locate fee-based solutions that aim to control what can be controlled: risk exposure, cost, tax treatment, and investor behavior. Our unique process enables you to manage all of your client’s annuity assets, instead of handing them over to an insurance agent. A RetireOne representative will be the agent on all insurance-based solutions. Our representatives complete and manage all insurance paperwork and keep you fully engaged and informed throughout the process. 

  • RetireOne rep is retained as agent of record
  • Advisor manages subaccounts in client annuities
  • Asset management for no-load products is a billable service
  • Accounts are visible in favored technologies via DST/DTCC

Book some Time

Our licensed experts will review a client annuity, service an existing account, or simply present an overview of the RetireOne platform.

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