San Francisco, CA – November 16, 2023 – Luma Financial Technologies (“Luma”), an award-winning global independent alternative investment platform, announced today their partnership with RetireOne®, the leading independent platform for fee-based insurance solutions. Luma’s innovative platform will now integrate RetireOne’s fiduciary marketplace of commission-free annuity and insurance solutions, providing non-insurance licensed Registered Investment Advisors (RIAs)...Continue Reading
Impacts of inflation, geopolitical instability, and healthcare costs on retirement portfolios may be fueling client curiosity about how to protect income in retirement. San Francisco, CA – September 27, 2023 – RetireOne, the leading independent platform for fee-based insurance solutions, in partnership with Allianz Life Insurance Company of North America (Allianz) released their joint 2023...Continue Reading
Study analyzes how CDAs fit the RIA business model and the potential economic benefit of complementing a safe withdrawal strategy with portfolio income insurance San Francisco, CA – June 13, 2023 – RetireOne® today released a new study from Michelle Richter-Gordon, AIF®: “The Net Economic Benefit of Wrapping Risk with a Contingent Deferred Annuity.” The...Continue Reading
Enhancements include fee reductions, additional investment options and simplified coverage choices SAN FRANCISCO – May 3rd, 2023 — RetireOne®, the leading independent platform for fee-based insurance solutions, and Midland National Life Insurance Company (Midland National) today announced enhancements to the Constance contingent deferred annuity (CDA) designed to make the CDA easier to integrate into a...Continue Reading
Powered by a Contingent Deferred Annuity, RetireOne’s turnkey Portfolio Income Insurance Program adds a new dimension to Pension & Wealth Management Advisors’ risk management approach SAN FRANCISCO – April 12th, 2023 – RetireOne®, the leading independent platform for fee-based insurance solutions, today announced the launch of Pension & Wealth Management Advisors’ (PWMA) Portfolio Income Insurance...Continue Reading
RIAs leveraging RetireOne’s outsourced insurance desk will have access to more advisory-centric annuities that provide protected lifetime income and focus on risk management SAN FRANCISCO – March 28, 2023 – RetireOne®, the leading independent platform for fee-based insurance solutions, today announced a partnership with Corebridge Financial, formerly AIG Life & Retirement, to distribute two fee-based...Continue Reading
Benefits of the new partnership include the addition of advisory solutions like the Nationwide Monument Advisor IOVA to RetireOne’s fiduciary marketplace of insurance and annuity solutions and expanded distribution opportunities for Nationwide SAN FRANCISCO – December 15, 2022 –RetireOne®, the leading independent platform for fee-based insurance solutions, and industry leader Nationwide are teaming up to...Continue Reading
Team growth and restructuring to help the outsourced insurance desk meet needs of fast-expanding marketplace SAN FRANCISCO – December 1, 2022 – RetireOne®, the leading independent platform for fee-based insurance solutions, today announced that it has promoted three individuals to senior leadership roles and expanded its Advisor Solutions team. This strategic restructuring comes at a...Continue Reading
RetireOne and Midland National’s latest survey shows financial advisors believe they have the necessary tools and strategies to protect clients’ retirement savings, yet many appear to rely on increasingly outdated methods SAN FRANCISCO – August 24th, 2022 – RetireOne®, the leading independent platform for fee-based insurance solutions, and Midland National Life Insurance Company (Midland National),...Continue Reading
Addition of 255 funds and models, new Portfolio Builder tool, and reduction in certificate fees among changes San Francisco, CA – May 26, 2022 — RetireOne®,the leading platform for fee-based insurance solutions, and Midland National Life Insurance Company (Midland National) today announced the addition of Mutual Funds, Exchange-Traded Funds (ETFs), and models to the lineup...Continue Reading
