All transactions go through suitability and supervisory review/oversight. The RetireOne Advisor Solutions Team has handled thousands of insurance sale transactions. We are experienced, FINRA registered, and insurance licensed. Our team and time tested operational procedures facilitate the seamless addition of insurance solutions to an advisors practice. We analyze in-force annuity contracts your clients may own to determine if potentially lowering their fees, changing solutions, or gaining additional benefits would be in the client’s best interest.