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The Alliance helps Ease the Way for Registered Investment Advisers to Integrate Insurance Planning into Service & Advice for Clients BERWYN, Pa., May 14, 2020 — FIDx, a product-agnostic platform that integrates the benefits of insurance seamlessly alongside investment products, today announced a strategic partnership with RetireOne, the insurance and annuity back office for more than...
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Will also launch back office services for HALO annuity marketplace planned for later this year San Francisco, CA and Chicago, IL– April 22, 2020 – Halo Investing, Inc. (“Halo”) and RetireOne®—the leading independent platform for fee-based insurance solutions—announced a partnership that expands RetireOne’s portfolio protection offerings with structured notes. The partnership between Halo and RetireOne...
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The broker-dealer purchase accelerates growth and boosts RetireOne insurance and annuity back office capabilities San Francisco, Calif. – November 13, 2019 – RetireOne®, the leading independent platform for fee-based insurance solutions, has purchased the EF Legacy Securities broker-dealer (“EFLS”) from Edelman Financial Engines. The acquisition expands RetireOne’s capabilities to better serve RIAs with additional flexibility...
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Covr’s technology-enabled sales support to power RetireOne’s life insurance experience San Francisco, Calif. – November 6, 2019 – A new partnership with Covr Financial Technologies fills out the RetireOne platform of insurance solutions for Registered Investment Advisors (“RIAs). RIAs may work through RetireOne’s desk of insurance experts to get quotes, analysis, recommendations and coverage for...
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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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