Keep clients confident and on track in retirement
Losses to portfolios in the five years prior to, and first five years of retirement—when clients begin to take distributions—can be difficult, if not impossible, to make up. Download this report to learn how RIAs manage longevity risk and sequence-of-returns risk for clients in the "fragile decade" to help ensure they don't outlive retirement assets.
Your Insurance + Annuity Back Office
Free of charge to RIAs and their clients, RetireOne is the leading, independent platform for fee-based insurance solutions. Serving over 900 advisors and offering solutions from multiple companies, the RetireOne platform is designed to simplify and add value in fee-based, retirement-solutions distribution. We've been in business since 2011 and currently service over $1 billion of retirement savings investments.