Who is RetireOne? CEO and Co-Founder David Stone explains in his own words. #retirement #retirementplanning #financialplanning #insurance #annuities #video
RetireOne
Financial Services
San Francisco, CA 1,139 followers
Fiduciary Annuity Insurance Marketplace
About us
Serving over 1,000 RIAs and fee-based advisors since 2011, RetireOne is the leading, independent platform for fee-based insurance solutions. With offerings from multiple “A” rated companies, advisors may access this fiduciary marketplace at no additional cost to them or their clients. With over $1.4 billion of retirement savings and income investments, RetireOne is growing in its mission to revolutionize access to low-cost, innovative insurance solutions that empower investors to retire with confidence. We often post links to articles and media that we judge to be useful and relevant to financial professionals. These articles and media don’t always reflect the opinions of RetireOne, our leadership team, or our employees. As such, likes and shares are not endorsements.
- Website
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http://www.retireone.com
External link for RetireOne
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- San Francisco, CA
- Type
- Privately Held
- Founded
- 2011
- Specialties
- Retirement Income, Contingent Deferred Annuities, SPIA, VUL, Fixed Indexed Annuities, FIA, Immediate Annuities, Variable Annuities, No-Load Annuities, No-Load Insurance, Accumulation, Wealth Transfer, Principal Protection, Fixed Annuities, CDA, and Outsourced Insurance Desk
Locations
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Primary
Get directions
505 Montgomery St
11th Floor
San Francisco, CA 94111, US
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Get directions
First Jefferson Centre
222 South 1st St., Suite 600
Louisville, KY 40202, US
Employees at RetireOne
Updates
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Very pleased to announce our new partnership with Luma Financial Technologies
Excited to announce that Luma Financial Technologies has tapped RetireOne to be their Outsourced Insurance Desk (OID). Of the collab, Luma's Director of Investments, Brady Beals, CFA, CAIA says, "We are thrilled to be increasing annuity access on our platform to non-insurance licensed RIAs and fee-based advisors seeking insurance solutions for their clients." https://lnkd.in/eVuYiEiW #fintech #finservice #annuities #insurance #RIAs #insuretech
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Excited to announce that Luma Financial Technologies has tapped RetireOne to be their Outsourced Insurance Desk (OID). Of the collab, Luma's Director of Investments, Brady Beals, CFA, CAIA says, "We are thrilled to be increasing annuity access on our platform to non-insurance licensed RIAs and fee-based advisors seeking insurance solutions for their clients." https://lnkd.in/eVuYiEiW #fintech #finservice #annuities #insurance #RIAs #insuretech
Luma Financial Technologies Partners with RetireOne® to Enhance RIA Access and Transparency in Annuity Solutions
prnewswire.com
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The IRS has issued new contribution limits for 401(k)s and IRAs. What are the limits, and how will they affect your clients? Read more: https://bit.ly/40qkC8n #legislation #401k #IRA
IRS Raises 401(k), IRA Contribution Limits for 2024 | ThinkAdvisor
thinkadvisor.com