SAN FRANCISCO–(BUSINESS WIRE)–RemoveOne®, the leading independent paid insurance solutions platform, today announced that it has promoted three people to leadership roles and expanded its Advisor Solutions team. This strategic restructuring comes at a pivotal time: widespread economic uncertainty has spurred demand for annuities and other advisory-focused insurance products, with AIR companies aiming to transfer some risk from customers to insurers.
The regulatory environment has also highlighted the growing importance of the outsourced office of assurance (OID) model, as these firms also strive to transfer transactional risk from their businesses to OIDs like RetireOne.
Changes to the RetireOne leadership team include the following moves:
- Mark Forman was promoted to Marketing Director. For the past five years, Forman has been responsible for marketing and public relations at RetireOne. He will now leverage his two decades of financial services marketing experience, much of which has focused on reaching RIAs and paid advisors, to help educate advisors on the role financial services products play. insurance can play into sound retirement planning.
- jeff cusack was promoted to director of distribution. Cusack, whose 30-year career in financial services has seen him hold senior positions at JP Morgan, Charles Schwab and Nuveen Investments, joined RetireOne earlier this year as Senior Managing Director, Strategic Accounts. In his new position, Cusack will focus on identifying and developing new distribution channels.
- Tom McNeela was promoted to Director of RIA Solutions. McNeela joined RetireOne in March 2022 as Director of Client Experience, a role in which he focused on meeting the retirement solution needs of advisors and their clients. Her 25-year career includes experience as a life insurance and annuity wholesaler, back-office operations manager, and sales training professional for a Fortune 100 company. In her expanded role, McNeela will report to Jeff Cusack and will be responsible for building, growing and managing the RetireOne Advisor Solutions team.
In addition to these promotions, RetireOne is expanding its Advisor Solutions team with the hiring of industry veterans and the restructuring of the team. These seasoned professionals will proactively support and guide advisors as they seek to integrate insurance-based solutions into their retirement planning processes.
“Our newly promoted team members have proven to be exceptional leaders, consistently bringing value and innovation to the business and, by extension, to the advisors we serve,” said Peter Davidco-founder and CEO, RetireOne. “We are also excited to strengthen our Advisor Solutions team, underscoring RetireOne’s commitment to thoughtful growth that puts customer service first.”
Serving over 1,000 RIAs and Paid Advisors since 2011, RetireOne® is the leading independent platform for paid insurance solutions. With offerings from multiple “A” rated companies, RIAs can access this fiduciary marketplace at no additional cost to them or their clients. Currently managing over $1.3 billion in retirement savings and income investments, RetireOne continues to grow in its mission to provide advisors and their clients with valuable retirement solutions that are simple to use, easy to understand and delivered with exceptional service. Learn more about RetireOne.com and follow us on Twitter @RetireOne and LinkedIn.