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Jackson to offer advisory variable and fixed index annuities through RetireOne platform San Francisco, Calif. – Sept. 4, 2019 – RetireOne®, the leading independent platform for fee-based insurance solutions, and Jackson National Life Insurance Company® (“Jackson®”) announced a new strategic alliance to bring the carrier’s popular advisory annuity products to fee-only advisors through the independent...
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Partnership grants firm’s wealth managers access to no-load fiduciary marketplace of next-gen risk-managed solutions San Francisco, Calif. – June 4, 2019 – Dynamic Wealth Advisors has partnered with RetireOne® to offer insurance and annuity back office services for the wealth management firms it supports. The new partnership provides distribution, education, servicing, and support for no-load...
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Principal protection solution is alternative for de-risking portfolios San Francisco – November 8, 2018 – RetireOne® has teamed up with Great American Life Insurance Company® to offer the Index ProtectorSM 7 annuity to RIAs and fee-based advisors who are seeking non-correlated assets to de-risk client portfolios. With interest rates still relatively low and rising, this...
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Built for fee-based planning, Symetra Advisory Edge and Symetra Advisory Income Edge expand RetireOne’s principal protection offering to meet growing advisor demand San Francisco, CA and Bellevue, WA – October 30, 2018 – Symetra Life Insurance Company and RetireOne® today announced the addition of Symetra Advisory Edge and Symetra Advisory Income Edge fixed indexed annuities...
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Client needs changing as fee-based advisors plan for rising rates and inflation. San Francisco, CA – August 1, 2018 – RetireOne adds two new solutions to the platform this month as RIAs and Fee-Based advisors look for alternative ways to meet client income needs, manage risk and navigate a rising rate environment. New additions include...
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The leading independent platform for fee-based insurance solutions now includes fixed indexed annuities (FIAs) San Francisco, CA – April 25, 2018 – A suite of fixed indexed annuities (FIAs) are now available on the RetireOneTM platform. The inclusion of fee-based and traditional FIAs as a portfolio option provides RIAs and fee-based advisors with a risk...
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New Index-Linked Variable Annuities offer Upside Potential with Two Options for Downside Protection San Francisco, CA – April 12, 2018 – RetireOne®, the leading independent platform for fee-based insurance solutions, announced a partnership with Great-West Financial to offer their first-of-its-kind, fee-based Index-Linked Variable Annuity (ILVA). “With the addition of index-linked variable annuities to our platform,...
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San Francisco, CA – February 1, 2018 – RetireOne®, the leading independent platform for fiduciary wealth managers seeking insurance-based retirement and wealth transfer solutions, announced the addition of long-time industry marketing veteran, Mark Forman. Mr. Forman will lead the marketing, digital experience and public relations functions for RetireOne. “Advisors demand solutions that deliver tangible client...
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San Francisco, CA – August 3, 2017 – Aria Retirement Solutions, provider of the RetireOne platform, today announced the appointment of Thomas F. Streiff as an independent director of the firm. Most recently Tom was a Senior Managing Director and Head of Retirement Income Products and Distribution for TIAA-CREF & Nuveen. “Tom has a unique...
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Greenwood Village, CO – July 25, 2017 – Great-West Financial and Aria Retirement Solutions today announced that “Great-West Smart Track® Advisor Variable Annuity” is now available on Aria’s RetireOne™ platform through the firm’s extensive reach to fee-based advisors. This unique variable annuity seeks to provide investment advisors with a flexible and customizable solution for clients seeking...
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