Offer financial wellness to your Medicare clients

Health and wealth go hand in hand in retirement. Partner with Retirable to provide your clients with our financial wellness benefits while growing your client relationships, retention, and revenue. For free.

Offer financial wellness to your Medicare clients

Health and wealth go hand in hand in retirement. Partner with Retirable to provide your clients with our financial wellness benefits while growing your client relationships, retention, and revenue. For free.

Help your clients while helping your business

Man standing outside with his arms crossed

Deepen client relationships

Provide your clients with a holistic health and wealth retirement solution with our complementary benefits

Boost annual renewals

We'll build your AEP renewals into client financial plans so they know where to turn ahead of each season.

Increase your revenue per client

To make this decision even easier, you'll receive regular payouts for qualified introductions and more.

Help your clients while helping your business

Deepen client relationships

Provide your clients with a holistic health and wealth retirement solution with our complementary benefits

Boost annual renewals

We'll build your AEP renewals into client financial plans so they know where to turn ahead of each season.

Increase your revenue per client

To make this decision even easier, you'll receive regular payouts for qualified introductions and more.

Together, we can give your clients:

Dedicated financial fiduciaries

Your clients' dedicated advisor will help them manage their investments, spend smarter, and navigate key financial decisions to help with their financial success.

Free planning consultations

We make it easy for clients to start through a free, no-obligation financial consultation to make sure we are a good fit for their needs.

Retirement income specialists

All advisors are directly employed by Retirable and U.S. based, licensed fiduciaries, specializing in holistic retirement planning and income generation.

Industry low fees

We only charge 0.75% on the first $500k of assets, and nothing on anything above. There is no minimum savings requirement enabling us to help all your clients.

Together, we can give your clients:

Dedicated financial fiduciaries

Your clients' dedicated advisor will help them manage their investments, spend smarter, and navigate key financial decisions to help with their financial success.

Free planning consultations

We make it easy for clients to start through a free, no-obligation financial consultation to make sure we are a good fit for their needs.

Retirement income specialists

All advisors are directly employed by Retirable and U.S. based, licensed fiduciaries, specializing in holistic retirement planning and income generation.

Industry low fees

We only charge 0.75% on the first $500k of assets, and nothing on anything above. There is no minimum savings requirement enabling us to help all your clients.

Your clients are facing new financial decisions

We'll help them navigate the financial complexities of retirement so you can focus on helping them with their healthcare needs.

When should I elect Social Security?

How should I be investing my savings?

Am I making the right financial moves?

Your clients are facing new financial decisions

We'll help them navigate the financial complexities of retirement so you can focus on helping them with their healthcare needs.

When should I elect Social Security?

How should I be investing my savings?

Am I making the right financial moves?

It’s easy to get started

Turnkey Marketing Material

We'll equip you with a dedicated email address, phone number, and other marketing materials to provide your clients.

Simple Client Introductions

Clients can request a consultation through a custom landing page or you can make easy intros over the phone or email.

Reporting, Revenue, & Retention

We'll keep you updated on your revenue payouts and pipeline and remind your clients to contact you for each AEP season.

It’s easy to get started

Turnkey Marketing Material

We'll equip you with a dedicated email address, phone number, and other marketing materials to provide your clients.

Simple Client Introductions

Clients can request a consultation through a custom landing page or you can make easy intros over the phone or email.

Reporting, Revenue, & Retention

We'll keep you updated on your revenue payouts and pipeline and remind your clients to contact you for each AEP season.

We do the work, you get the goodwill.

Let's chat to see how we can help you and your clients.

We do the work, you get the goodwill.

Let's chat to see how we can help you and your clients.

To empower a confident, worry-free retirement for everyone.

Services

Advisor Income Investing

Company

About Us Careers Press Medicare

Learn

FAQ Blog

Contact

[email protected] (833) 222-1807

FAQs

What tips should I know before retiring?What's the average retirement income for 2022?How can I retire without savings?Will my retirement income be enough?How long will $100,000 last me in retirement?

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 and is not a bank. Banking services provided by Thread Bank, Member FDIC. The Retirable Business Visa® Debit Card is issued Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa cards are accepted. FDIC insurance is available for funds on deposit through Thread Bank, Member FDIC. Pass-through insurance coverage is subject to conditions.

Your deposits qualify up to a maximum of $3,000,000 in FDIC insurance coverage when placed at program banks in the Thread Bank deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program athttps://thread.bank/sweep-disclosure/ and a list of program banks athttps://thread.bank/program-banks/. Please contact [email protected] with questions on the sweep program.

* The interest rate on Retirable Consumer Deposit Account Tier 2 is 3.05% with Annual Percentage Yield (APY) of 3.09%. The interest rates are accurate as ofDec 19, 2024. Rate is variable and is subject to change after account opening. Fees may reduce earnings.

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

We're accredited and certified by

Terms and Conditions Privacy Policy

To empower a confident, worry-free retirement for everyone.

Services

Advisor Income Investing

Company

About Us Careers Press Medicare

Learn

FAQ Blog

Contact

[email protected] (833) 222-1807

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 and is not a bank. Banking services provided by Thread Bank, Member FDIC. The Retirable Business Visa® Debit Card is issued Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa cards are accepted. FDIC insurance is available for funds on deposit through Thread Bank, Member FDIC. Pass-through insurance coverage is subject to conditions.

Your deposits qualify up to a maximum of $3,000,000 in FDIC insurance coverage when placed at program banks in the Thread Bank deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program athttps://thread.bank/sweep-disclosure/ and a list of program banks athttps://thread.bank/program-banks/. Please contact [email protected] with questions on the sweep program.

* The interest rate on Retirable Consumer Deposit Account Tier 2 is 3.05% with Annual Percentage Yield (APY) of 3.09%. The interest rates are accurate as ofDec 19, 2024. Rate is variable and is subject to change after account opening. Fees may reduce earnings.

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

FAQs

What tips should I know before retiring?What's the average retirement income for 2022?How can I retire without savings?Will my retirement income be enough?How long will $100,000 last me in retirement?

We're accredited and certified by

Terms and Conditions Privacy Policy