RetireCo Inc., | Apply Now!

The Application Process
RetireCo strives to make life easier for independent agents and financial advisors. You will find our application process is no different.

The Application Process consists of 4 easy steps:

Step #1 – Fact-Finding Session
In this step our goal is to see which RetireCo Opportunity is right for you, your budget, and your location. We essentially conduct a fact-finding session over the phone and via email in order to determine if your territory is available, and your eligibility to apply.

Step #2 – Application
In this step we ask potential RetireCo Representatives to complete an application agreement, and provide associated documents (professional contacts, state license, errors & omissions, etc). There is a $1,000 (60% refundable) application fee that will be applied towards your initial licensing fee upon approval. You will be given ten (10) days to complete the application agreement.

Step #3 – License Agreement
In this step, following your approval for a territory, you will be presented a full licensing agreement, detailed explanation of the territory, expectations analysis for the territory, and associated fee schedule. All documents must be signed and returned to RetireCo promptly, along with the balance of your licensing fee.

Step #4 – Marketing Your New RetireCo Office
In this step we welcome aboard our new RetireCo Representatives and extend to them the ability to start their initial marketing campaign. At this time, we will help locate an office if needed, determine the initial direct mail criteria and location, and begin the training process.

Start The Application Process Today
Getting started is simple and only takes one phone call to our toll free agent hotline 1.877.316.3959. You can also complete a contact request form or schedule a conference call by clicking here.

	The Training The Marketing The Support The Products The Process The Offices Exclusive Territories The Opportunity


		The Application Process RetireCo strives to make life easier for independent agents and financial advisors. You will find our application process is no different. The Application Process consists of 4 easy steps: Step #1 – Fact-Finding Session In this step our goal is to see which RetireCo Opportunity is right for you, your budget, and your location. We essentially conduct a fact-finding session over the phone and via email in order to determine if your territory is available, and your eligibility to apply. Step #2 – Application In this step we ask potential RetireCo Representatives to complete an application agreement, and provide associated documents (professional contacts, state license, errors & omissions, etc). There is a $1,000 (60% refundable) application fee that will be applied towards your initial licensing fee upon approval. You will be given ten (10) days to complete the application agreement. Step #3 – License Agreement In this step, following your approval for a territory, you will be presented a full licensing agreement, detailed explanation of the territory, expectations analysis for the territory, and associated fee schedule. All documents must be signed and returned to RetireCo promptly, along with the balance of your licensing fee. Step #4 – Marketing Your New RetireCo Office In this step we welcome aboard our new RetireCo Representatives and extend to them the ability to start their initial marketing campaign. At this time, we will help locate an office if needed, determine the initial direct mail criteria and location, and begin the training process. Start The Application Process Today Getting started is simple and only takes one phone call to our toll free agent hotline 1.877.316.3959. You can also complete a contact request form or schedule a conference call by clicking here.