Founded in 2011 as EF Legacy and rebranded to RetireOne in 2017, the company provides a technology-enabled platform for fiduciaries and fee-based financial advisors. Its mission is to offer access to a curated selection of commission-free insurance and annuity products to help advisors de-risk client portfolios and secure protected lifetime income. RetireOne partners with major insurance carriers to deliver these retirement solutions, supported by a team of in-house experts.

Founded in

United States