RetireOne: Leading independent platform for fee-based insurance solutions.
Location
San Francisco, CA, US
Founded
2011
RetireOne is a leading independent platform specializing in fee-based insurance solutions for retirement planning. They offer a marketplace of no-load insurance and annuity products, focusing on accumulation, retirement income, principal protection, and wealth transfer strategies. The platform is designed to be accessible to fee-only fiduciaries without requiring insurance licenses.
RetireOne partners with financial advisors to provide valuable retirement solutions that are simple to use and easy to understand. As the agent of record, they offer their services at no additional cost to advisors or their clients. The company's mission is to deliver outstanding service while simplifying the process of accessing and implementing insurance-based retirement solutions for fiduciary advisors and their clients.
RetireOne - Classification
Also Known As
RetireOne, Inc.
NAICS
524000Insurance Carriers and Related Activities
524100Insurance Carriers
520000Finance and Insurance
SIC
6300Insurance Carriers
Show 4 more industry codes
NAICS
524110Direct Life, Health, and Medical Insurance Carriers