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...Continue Reading
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...Continue Reading
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...Continue Reading
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...Continue Reading
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,...Continue Reading
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...Continue Reading
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