Website Offers RetireOne Partner Firms Immediate Access to Client Policy Data on Phones, Tablets, or Desktops San Francisco, CA – January 14, 2021 – The newly-launched RetireOne® Advisor Portal provides RIAs direct access to client insurance policy and annuity data. Partner firms now have four options for accessing client insurance policy and annuity data for...Continue Reading
Fixed indexed annuity combines downside protection with layered crediting strategy that can grow accumulation value two ways San Francisco, CA and West Des Moines, IA – October 28, 2020 – Midland National® Life Insurance Company (Midland National) and RetireOne® have collaborated on the development of a new protected accumulation solution offering growth potential in two...Continue Reading
RetireOne continues to grow fiduciary marketplace with best-of-both–worlds IOVA offering lifetime income option San Francisco, CA and Birmingham, AL – September 16, 2020 – RetireOne® and Protective® are teaming up to bring a new, low-cost advisory variable annuity to market. With an M&E fee of just 30 basis points, and subaccounts from Vanguard® and DFA,...Continue Reading
Advisers on the RetireOne Platform Can Now Choose Advisory Annuities from Pacific Life NEWPORT BEACH and SAN FRANCISCO, Calif. (Sept. 23, 2020)—Pacific Life announced today that it has expanded access to the company’s two fee-based annuities, Pacific Odyssey® and Pacific Index Advisory®, through RetireOne®—the insurance and annuity back office for more than 900 RIAs. “We’re...Continue Reading
Protected accumulation may get another look as financial professionals anticipate long economic slog ahead San Francisco, CA and Nashville, TN – Sept. 1, 2020 – Joint research from RetireOne® and Jackson National Life Insurance Company® (Jackson®) finds that 68% of registered investment advisors (“RIAs”) would consider recommending an annuity in cases where clients asked about...Continue Reading
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...Continue Reading
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...Continue Reading
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...Continue Reading
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...Continue Reading
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...Continue Reading
