Growing Market Share RetireOne serves over 1,000 RIAs and fee-based advisors, managing more than $1.4 billion in retirement investments, indicating a significant foothold in the retirement planning niche that offers potential for expanding partnerships with advisors and institutional clients.

Recent Acquisition The acquisition by Simplicity Group in October 2025 presents an opportunity to integrate RetireOne’s platform into a broader distribution network, enhancing sales channels and increasing cross-selling prospects with the group's insurance product offerings.

Innovative Solutions RetireOne's launch of new products like the Constance contingent deferred annuity and portfolio income insurance program demonstrates a focus on innovative, low-cost insurance solutions that appeal to advisors seeking advanced retirement income strategies, opening doors for sales of similar or complementary insurance products.

Strategic Partnerships Partnerships with companies like Allianz, Gainbridge, and Luma Financial Technologies highlight RetireOne’s collaborative approach, creating multiple avenues to introduce advisor-ready insurance solutions to broader client bases through established partner networks.

Market Positioning As a growth-focused independent platform with a commitment to fiduciary standards and low-cost solutions, RetireOne is well-positioned to attract fee-based advisors looking for compliant, innovative insurance options, representing a strong target for product expansion and co-marketing opportunities in the retirement planning industry.