Retirable, the first-of-its-kind holistic retirement solution, today announced a new partnership with The Brokerage Inc. With this new partnership, Retirable will make its fiduciary advisory service alongside its retirement planning, investing and spending platform available to The Brokerage’s network of 25,000+ brokers—adding to its comprehensive portfolio of Medicare, Health, Life, and Ancillary insurance products.

Known for its holistic approach to retirement alongside the ongoing care of an advisor, Retirable is designed for the 50 million Americans approaching retirement in the next decade without a formal retirement plan. Retirable is on a mission to provide ongoing management from a dedicated fiduciary advisor to help clients spend retirement income efficiently, make savings last, and navigate key decisions throughout retirement.

The Brokerage’s network of brokers will now be able to offer Retirable’s holistic financial planning services, including:

• A dedicated fiduciary throughout retirement to help grow savings, spend smarter and navigate key decisions.

• Expert investment management designed to provide predictable and reliable monthly income based on a personalized financial plan.

• Reliable retirement income to spend confidently throughout retirement. Funds stay in the client’s name, the ability to make changes stays in their hands.

• A custom spending plan designed to maximize savings so clients can maintain their lifestyle through retirement.

• High-yield cash management account and debit card built for retirees, designed to optimize savings and spending.

With this new partnership, The Brokerage’s network is able to offer a free consultation by a fiduciary advisor at Retirable. This introductory session helps to build strategies to produce and maximize income reliably in retirement, setting a plan in motion. By working together we can incorporate a retiree’s healthcare costs into clients’ retirement plans and ensure these costs are covered. Retirable makes sure client goals are met while reviewing rising costs on an annual basis together, referring them back to their broker, agent or agency for annual renewals.

“At The Brokerage, we are always looking for resources to help our partners better serve their clients,” said Cristin Hopkin-Bishop, Chief Operating Officer at The Brokerage Inc. When we were introduced to the Retirable platform, it was a no brainer! Brokers get to help their clients meet an important need and are fairly compensated for doing so. In turn, this improves client retention, adds another income stream, and increases referrals. Win-Win-Win!”

How to partner with Retirable

If you’re looking to provide holistic health and wealth expertise to your clients, Retirable wants to partner with you. Learn more about partnering with Retirable. Let’s empower a confident, worry-free retirement for your clients together.

About The Brokerage Inc.

The Brokerage Inc. is a leading independent insurance marketing organization dedicated to helping insurance brokers and agencies sell more, earn more, and stay independent. From its founding in 1976, the company has been guided by one simple principle: to always put the needs of their brokers first. Whether you are new to the insurance business, an established broker, or you’re building an agency of your own, The Brokerage can help you succeed.

About Retirable

Retirable, the first-of-its-kind holistic retirement solution with the ongoing care of an advisor, offers products and services across the retirement investing, planning and spending spectrum. Retirable was founded by industry veterans to empower a worry-free retirement for everyone. By opening access to financial guidance for retirement, Retirable gives its clients greater confidence and control when they need it most. Headquartered in NYC and founded in 2019 by Tyler End and Ian Yamey, Retirable is backed by Primary, Diagram, Vestigo Ventures, Portage and Primetime Partners. To learn more about partnering with Retirable, reach out to us here.