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Retirable Announces Partnership with The Brokerage Inc.

Retirable is proudly partnering with the nation’s leading independent broker network to empower holistic retirement planning solutions for The Brokerage’s network of agencies, agents and clients.

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Retirable

Published August 22nd, 2023

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.

Partner with Retirable

Offer financial wellness to your clients.

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.


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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.

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Retirable
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.

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Still have questions about how to properly plan for retirement? Speak with a licensed fiduciary for free.

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Free Retirement Consultation

Still have questions about how to properly plan for retirement? Speak with a licensed fiduciary for free.

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Legal

Retirable, Inc. ('Retirable') is an SEC registered investment advisor. By using this website, you accept our Terms and Conditions and Privacy Policy. Retirable provides holistic retirement planning services, which are available only to residents of the United States. You must be at least 18 years of age to become a Retirable Premium user. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.

Investing involves risk and past performance is not indicative of future results. Increased spending increases the risk of depleting your savings and performance is not guaranteed. It is very important to do your own analysis before making any decisions based on your own personal circumstances.

For more information, see our Form ADV Part II and other disclosures.

Retirable is a financial technology company, not a bank. Banking services provided by Blue Ridge Bank N.A., Member FDIC. FDIC insurance is available for funds on deposit up to $250,000 through Blue Ridge Bank N.A., Member FDIC. The Retirable Visa® Debit Card is issued by Blue Ridge Bank N.A. pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa debit cards are accepted.

* Annual Percentage Yield (APY) of 5.12% is effective as of Aug 1, 2023. This is a variable rate and may change after the account is opened. Fees could affect earnings on the account.

** Refer to the fee schedule in your Consumer Deposit Account Agreement

© 2024 Retirable Inc. All rights reserved.

We're accredited and certified by

Legal

Retirable, Inc. ('Retirable') is an SEC registered investment advisor. By using this website, you accept our Terms and Conditions and Privacy Policy. Retirable provides holistic retirement planning services, which are available only to residents of the United States. You must be at least 18 years of age to become a Retirable Premium user. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.

Investing involves risk and past performance is not indicative of future results. Increased spending increases the risk of depleting your savings and performance is not guaranteed. It is very important to do your own analysis before making any decisions based on your own personal circumstances.

For more information, see our Form ADV Part II and other disclosures.

Retirable is a financial technology company, not a bank. Banking services provided by Blue Ridge Bank N.A., Member FDIC. FDIC insurance is available for funds on deposit up to $250,000 through Blue Ridge Bank N.A., Member FDIC. The Retirable Visa® Debit Card is issued by Blue Ridge Bank N.A. pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa debit cards are accepted.

* Annual Percentage Yield (APY) of 5.12% is effective as of Aug 1, 2023. This is a variable rate and may change after the account is opened. Fees could affect earnings on the account.

** Refer to the fee schedule in your Consumer Deposit Account Agreement

© 2024 Retirable Inc. All rights reserved.

We're accredited and certified by