RetireOne is the destination of choice for transparent, un-conflicted, flexible income and savings solutions that provide you greater control over your clients’ financial destiny. Our solutions marketplace can help you maximize your clients’ achievement of their retirement goals.
Some savings vehicles provide greater flexibility than others. Depending on your clients’ investment objectives: guaranteed retirement income, wealth transfer to their heirs, principal protection or accumulation, the investment vehicles will vary.
|wdt_ID||Company Id||Company Name||Partner||A.M. Best Rating||About|
|1||1||Allianz Life||A+ (Superior)||As a leading provider of indexed annuities, Allianz Life Insurance Company of North America (Allianz Life) was founded in 1896, and today serves over 3.5 million customers who rely on their risk management expertise and financial strength. Allianz Life is part of Allianz SE, a global leader in the financial services industry with 142,000 employees and over 85 million private and corporate customers in more than 70 countries worldwide. The RetireOne fiduciary marketplace offers two Allianz Life annuities. The RetireOne fiduciary marketplace includes two Allianz annuities.|
|2||2||Ameritas||A (Excellent)||Ameritas is a mutual organization that always puts customers first. With their long-standing financial strength, they’ve established a tradition of striving to deliver the very best in products and services generation after generation. Though they’re proud of their ratings from Standard & Poor’s and A.M. Best Company, they measure their success by how many people they’ve helped. By how many promises they’ve kept. Learn more about the Ameritas products available on the RetireOne platform.|
|4||4||Great American Life||A+ (Superior)||With roots dating back to 1872 and an “A” or higher rating by A.M. Best for more than 40 consecutive years, Great American Life Insurance Company has financial strength and stability financial professionals and their clients have counted on for many years. Since 2000, Great American Life has paid more than $7 billion in guaranteed income benefits to its valued contract owners, including more than $800 million in 2018. Learn more about the Great American products available on the RetireOne platform.|
|5||9||Jackson National||A+ (Superior)||Working to give Americans the ability to retire on their own terms since 1961, Jackson is one of the highest rated, and most successful annuity carriers in the business. With many people living longer, healthier and more active lives, retirement has become a turning point- not an end point. Combining the personal attention of a family business with the resources and strength of a large corporation, they are committed to helping Americans sustain a comfortable lifestyle as they age. The RetireOne fiduciary marketplace includes three Jackson National annuities.|
|6||5||Nationwide||A+ (Superior)||Nationwide is a Fortune 100 company that offers a full range of insurance and financial services across the country, including car, motorcycle, boat, homeowners, pet, farm, life and commercial insurance, as well as administrative services, annuities, mortgages, mutual funds, pensions, long-term savings plans and specialty health services. Nationwide’s primary rating agencies — A.M. Best, Moody’s and Standard & Poor’s — affirmed Nationwide’s financial strength and credit ratings, citing their strong capital position and diversified product offerings, among other key factors. Learn more about Nationwide products available on the RetireOne platform.|
|7||6||Symetra||A (Excellent)||Since 1957, Symetra Life Insurance Company has provided retirement, life insurance and employee benefits products to people and businesses nationwide. Based in Bellevue, Washington, our products are distributed through a national network of financial institutions, benefits consultants and independent agents and advisors. For more information about Symetra, our products and our financial strength ratings, visit www.symetra.com. Learn more about Symetra annuity products available on the RetireOne platform.|
|8||7||TIAA Life||A++ (Superior)||The Teachers Insurance and Annuity Association of America (TIAA) was founded over 100 years ago by one of history’s great philanthropists, Andrew Carnegie, and is committed to helping individuals pursue positive outcomes through an array of financial services and products. TIAA-CREF Life Insurance Company (TIAA Life), a wholly owned subsidiary of TIAA, was created to make insurance available to family and friends of TIAA clients and to the general public. TIAA Life is among the highest rated insurance companies in the U.S. by Fitch, Moody’s, S&P 500, and A.M. Best. Learn more about the TIAA products available on RetireOne.|
|9||8||Transamerica||A+ (Superior)||Transamerica’s insurance companies have received high ratings from the industry’s most respected independent rating services ‐ A.M. Best Company, Fitch Ratings, Moody’s Investors Service and S&P Global Rating Services. As a measurement of their financial strength and performance, these ratings are a direct reflection of the care with which Transamerica manages their business. Learn more about the Transamerica products available on RetireOne.|
|10||10||Protective Life||A+ (Superior)||Protective Life Corporation (Protective) provides financial services through the production, distribution and administration of insurance and investment products throughout the U.S. Protective traces its roots to its highly-rated flagship company, Protective Life Insurance Company – founded in 1907. Throughout its more than 110-year history, Protective’s growth and success can be largely attributed to its ongoing commitment to serving people and doing the right thing – for its employees, distributors, and most importantly, its customers. Learn more about Protective offerings on the RetireOne fiduciary marketplace|
|11||11||Pacific Life Insurance||A+ (Superior)||Pacific Life understands the unique business needs of registered investment advisers (RIAs). Advisory business is not new to Pacific Life. We have offered commission-free strategies to fee-based advisors for many years. Pacific Life is committed to helping RIAs expand your business by offering principal protection, guaranteed lifetime income and legacy planning options for your clients.
Pacific Life is focused on expanding access to our products and strategies to RIAs. In doing so, we remain committed to seamless integrations for you and your clients. From our innovative product design and marketing innovation to digital transformation, we strive to evolve the industry to provide holistic solutions for your clients.
For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative products and services that provide value and financial security for current and future generations. Pacific Life counts more than half of the 100 largest U.S. companies as its clients and has been named one of the 2020 World’s Most Ethical Companies® by the Ethisphere Institute. For additional company information, including current financial-strength ratings, visit www.PacificLife.com.
Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Client count as of June 2019 is compiled by Pacific Life using the 2019 FORTUNE 500® list. Learn more about Pacific Life solutions on the RetireOne platform
Financial strength ratings are associated to the insurance company and not specifically to the products the insurance company offers. Ratings are subject to change and are not guarantees of future financial strength.