When you partner with us, you get an outsourced insurance desk with years of experience solving the retirement planning needs of investors. Our Advisor Solutions Team is committed to providing the complete support that you need to guide clients on the path to successful retirement, whether they need to create sustainable income streams, or replace expensive old annuities via a tax-free 1035 exchange.
Our Advisor Solutions Team is FINRA registered, and insurance licensed. Your dedicated regional director understands your fiduciary practice, helps you spot potential client needs, and locates transparent, low-cost investment vehicles that are liquid, easy to explain, and simple to use. At no additional cost, we are prepared to assist you with:
Market Days: 8:30AM – 7:00PM ET
Fridays: 8:30AM – 5:30PM ET
Weekends and Holidays: Closed
Phone: (877) 575-2742
FAX: (502) 882-6040
222 South First Street
Louisville, KY 40202
RetireOne reviews client statements to analyze current client scenario and needs.
We use Morningstar® Annuity Intelligence and other tools to compare solutions.
If we locate an appropriate solution, we pre-fill applications and send them back to you for signatures.
You collect all signatures and provide missing info. We ensure it is in good order.
Transactions made on behalf of your clients undergo multiple levels of suitability review at RetireOne.
Once the account funds, we help connect accounts to your firm’s favored technologies.
We help locate fee-based solutions that aim to control what can be controlled: risk exposure, cost, tax treatment, and investor behavior. Our unique process enables you to manage all of your client’s annuity assets, instead of handing them over to an insurance agent. A RetireOne representative will be the agent on all insurance-based solutions. Our representatives complete and manage all insurance paperwork and keep you fully engaged and informed throughout the process.
by Wade Pfau, Ph.D.,
Learn how the impact of sequence risk on sustainable retirement spending can be mitigated in a straightforward way by creating a risk wrapper for the investment portfolio through a contingent deferred annuity.