RetireOne Information

RetireOne is a guaranteed income product platform customized for the unique demands of Registered Investment Advisors (RIAs) to integrate innovative insurance-based solutions into their daily practice. Previous to RetireOne, this $700 billion market segment has not been served. ■RetireOne works closely with leading insurers to offer innovative products that are not “destinations” but instead are designed to complement other financial products in a managed portfolio to achieve a better retirement solution for investors. ■RetireOne, with its deep roots in industry leading firms Charles Schwab and Fidelity, has the expertise and skill sets to build an industry-leading platform to serve the RIA community. ■RetireOne links best of breed, flexible and innovative guaranteed income products through a customized web and call center transaction platform that is geared to the unique needs of RIAs. The RetireOne model will allow RIAs to do what they do best – manage their client’s assets for growth. Through the RetireOne platform, RIAs will be able to seamlessly link insurance benefits and guarantees to assets that remain at any custodial/brokerage firm.