RetireOne Partners with Corebridge Financial to Provide RIAs with Greater Choice for Commission-Free Retirement Income Solutions
RetireOne partners with Corebridge Financial to enhance its fee-based insurance solutions, offering two new advisory-centric annuities on its platform. This collaboration allows registered investment advisors (RIAs) to access zero-commission retirement solutions tailored for client needs. The new products include Power Index Advisory, designed for growth with principal protection, and Assured Edge Advisory, which offers predictable future income with annual increases. RetireOne currently manages over $1.3 billion in retirement savings, aiming to support RIAs in mitigating market risks and providing lifetime income options.
- Partnership with Corebridge Financial enhances product offerings.
- Access to two new fee-based annuity solutions expands options for RIAs.
- RetireOne manages over $1.3 billion in retirement savings, indicating strong market presence.
- None.
RIAs leveraging RetireOne’s outsourced insurance desk will have access to more advisory-centric annuities that provide protected lifetime income and focus on risk management
“As a Reg BI-compliant, multi-carrier platform, we’re actively curating valuable advisory insurance and life insurance products for our partner firms,” said
Corebridge will offer these advisory solutions on the RetireOne marketplace:
- Power Index Advisory®: A fixed index annuity designed to help provide the growth potential clients are seeking today, while protecting their principal in volatile markets. Power Index Advisory has two lifetime income options: Lifetime Income Plus Multiplier Flex® and Lifetime Income Max®.
- Assured Edge® Advisory: A fixed annuity that gives clients the security of knowing what their future income can be in retirement, plus the flexibility to make changes when life changes. With Assured Edge Advisory, clients’ future income automatically increases every year until lifetime income begins.
Non-insurance licensed fee-only fiduciaries can leverage RetireOne’s outsourced insurance desk to gain access to an expansive menu of zero-commission insurance and annuity solutions. As market risk and longevity risk have increased in recent years, RetireOne offers several solutions to empower RIAs to help their clients protect their retirement savings and improve accumulation.
“At Corebridge Financial, we’re here to help financial professionals take action for their clients, delivering solutions that offer principal protection alongside growth potential, liquidity options and protected lifetime income,” said
For more information on how to access these solutions, please visit RetireOne.com.
About RetireOne
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, RIAs may access this fiduciary marketplace at no additional cost to them or their clients. Currently servicing over
About
Annuities issued by
Annuities are long term products designed for retirement. A fixed annuity is a contract between consumers and an insurance company, that, in exchange for their premium, offers a stream of guaranteed income payments. Index annuities are not a direct investment in the stock market. They are long-term insurance products with guarantees backed by the claims-paying ability of the issuing insurance company. They provide the potential for interest to be credited based in part on the performance of the specified index, without the risk of loss of premium due to market downturns or fluctuations. Index annuities may not be appropriate for all individuals. Annuity withdrawals may be subject to federal and/or state income taxes. An additional
This material is general in nature, was developed for educational use only, and is not intended to provide financial, legal, fiduciary, accounting or tax advice, nor is it intended to make any recommendations. Applicable laws and regulations are complex and subject to change. Please consult with your financial professional regarding your situation. For legal, accounting or tax advice consult the appropriate professional.
20230104-EFLS-A004
View source version on businesswire.com: https://www.businesswire.com/news/home/20230328005361/en/
RetireOne
StreetCred PR
Retireone@streetcredpr.com
William@streetcredpr.com
847-208-8289
Source: RetireOne
FAQ
What is the partnership between RetireOne and Corebridge Financial about?
What are the new products launched by Corebridge Financial on RetireOne's platform?
How much retirement savings does RetireOne currently manage?
What benefits do the new annuity solutions provide?