Nomination is for “Back Office Data Integrations” in the Insurance Fintech category WealthManagement.com announced that RetireOne is a finalist for their 2021 industry awards. Nominated for our “RIA Annuity Back Office Data Integrations” in the insurance fintech category, RetireOne is among 221 finalists selected from among more than 900 nominations. Great work, everyone! Time to...Continue Reading

In David Stone’s latest article for Advisor Perspectives, he writes about RIAs who choose to ignore annuities. He notes that, “When you consider that nearly half (48%) of Americans own or previously owned annuities, you understand that declining to offer guidance on those investments could mean that you are turning your back on a large swath of...Continue Reading

Ryan Neal, the Financial Planning Technology Editor featured RetireOne’s recent launch of the Advisory Annuity Impact calculator in a story covering advisor’s use of downside risk protection products. He points out that providers are developing technologies to prove the value of insured solutions in client portfolios, as rates remain historically low, and folks make the case for replacing a...Continue Reading

Tool created in partnership with inStream demonstrates how replacing a portion of fixed income portfolio with a next-gen advisory fixed index annuity can improve performance while substantially decreasing risk San Francisco, CA – April 7th, 2021 – RetireOne® — the leading independent platform for fee-based insurance solutions  — today announced the broad availability of the...Continue Reading

As interest rates remain historically low, investors and their advisors are seeking fixed income alternatives. Here’s how a next-gen fee-based advisory FIA may fit the bill. Introducing IndexMax ADVSM: a first-in-kind commission-free fixed index annuity (FIA) offering layered crediting strategies designed for maximizing accumulation by adding: (1) A no-loss floor to (2) Annual Performance Credits...Continue Reading