RetireOne

Measure the portfolio impact of the IndexMax ADV advisory fixed indexed annuity. Compare to a traditional FIA and an unprotected portfolio.

Contingent deferred annuities on the Simplicity OID platform are built for RIAs to meet income needs + help build "personal pensions" for clients.

Asset-Based/Hybrid Long-Term Care Insurance premiums never increase. These solutions are available to clients of RIAs via Simplicity OID without a medical exam.

Protect client spending power in retirement with a CDA that unbundles insurance protections from underlying investments.

The Simplicity OID blog features news coverage about broad RIA-related issues, and stories about the providers and people working to transform this space.

Simplicity OID articles include stories about how RIAs may implement insurance and annuities, and the providers and people working to transform this industry.

Videos about the many ways Simplicity OID's people, fiduciary marketplace and technology enhance the work of RIA firms.

News coverage of Simplicity OID and its executive leadership

Simplicity OID publishes press releases about its insurance and annuity back-office services.

The page covers annuities, insurance, regulations governing annuity distribution, and the Simplicity OID sales process.

Simplicity OID was founded by veteran executives who built a retirement income and savings platform focused exclusively on independent RIAs.

The company provides insurance and annuity back-office services.

The company’s Contingent Deferred Annuity (CDA) back-office technology enables asset portability between custodians by untethering asset custody.

The company answers questions about insurance and annuities.

The outsourced insurance desk of choice for RIAs features low-cost, zero commission annuities for fee-only fiduciaries that are simple + transparent.