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Marketplace by Solution Type
We are the destination of choice for transparent, un-conflicted, flexible income and savings solutions that provide greater control over your financial destiny. Our retirement savings marketplace can help you maximize your achievement of your retirement goals.

Variable Annuity (VA) VA with Enhanced Death Benefits VA with Guaranteed Lifetime Benefits Variable Universal Life (VUL) Flexible Personal Pension / Guaranteed Income Wrap Index-Linked Variable Annuity (ILVA) Fixed Index Annuity (FIA) FIA with Guaranteed Lifetime Benefits Fixed Annuity Single Premium Immediate Annuity
Sequence of Returns Protection w/ Rider w/ Rider Yes No Yes Yes Yes Yes Yes Yes?
Longevity Protection w/ Rider w/ Rider Yes No Yes No No Yes No Yes
Equity Exposure Yes Yes Yes Yes Yes Yes Yes Yes No No
Investment Choice Wide Selection of Subaccounts; Comprehensive with PPVA Wide Selection of Subaccounts Wide Selection of Subaccounts Wide Selection of Subaccounts; Comprehensive with PPVUL Publicly Traded Funds Equity Market Indices Equity Market Indices Equity Market Indices 10 Guarantee Periods Eight Variable and One Fixed Investment Account
Surrender Charges None None None None None None Yes Yes No No
Tax Management 100% Deferral 100% Deferral 100% Deferral 100% Deferral IRA or Tax Efficient Funds 100% Deferral 100% Deferral 100% Deferral 100% Deferral No
Wealth Transfer w/ Rider Yes w/ Rider Basis Step-up at Death Yes Yes w/ Rider w/ Rider Yes No
Principal Protection None None None None None Yes Yes Yes Yes Yes
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1Variable annuities available on the RetireOne platform do not assess surrender penalties. Because fixed indexed annuities on the platform charge no fees, contingent deferred sales charges (surrender penalties) may be assessed if the money is withdrawn from the policy during the surrender period.

Insurance policies are sold by Aria Retirement Solutions, Inc. doing business in California as Aria Insurance Solutions, Inc. (San Francisco, CA), a licensed insurance agency (CA License #0H44773). Aria distributes certain insurance and variable annuity contracts that are issued by insurance companies not affiliated with Aria. Insurance policies may not be available in all states. Information on this site may not yet be approved by the Departments of Insurance for use in all states.
Securities Offered through Portsmouth Financial Services, Member FINRA/SIPC, registered in all 50 states.

Check the background of Portsmouth Financial Services on FINRA’s BrokerCheck

Retirement Reassured™ · ©2017 Aria Retirement Solutions · All Rights Reserved