RetireCo

Insurance marketing and distribution for retirement and life insurance solutions.

Distribution & Sales Growth Bootstrapped

Overview

RetireCo is an independent insurance marketing organization (IMO) and technology provider headquartered in Hartland, Wisconsin. Founded in 2009 by Matthew McGonigle, the company helps insurance agents and financial professionals build and grow their businesses by offering access to a comprehensive suite of insurance and financial products from hundreds of top-rated carriers.

The company operates across three primary segments: wholesale distribution (providing agents access to 200+ A-rated carriers and 17,000+ products); retail planning services (where representatives assist clients with retirement, estate, college, and insurance solutions); and technology (a proprietary CRM platform and agent branding tools via its Sync Insurance Technologies subsidiary).

RetireCo has built a network of 3,500+ professionals nationwide and has expanded through strategic distribution partnerships with insurers and technology providers. The company has an A+ rating from the Better Business Bureau.

Products & Services

Agent Platform (Sync Insurance Technologies)

A proprietary CRM and communication platform for independent insurance agents. Provides access to carrier products, quoting tools, branding resources, and marketing automation.

Key Features

Access to 200+ A-rated insurance carriers
17,000+ products across life, health, annuity, and P&C lines
Agent branding solutions and white-label marketing support
Lead generation and communication tools
Integrated lead management dashboard

Target Users: Independent agents, financial advisors, retirement planners

Wholesale Distribution

Provides agents and agencies with broad carrier access and product support for term life, universal life, whole life, final expense, annuities, and Medicare products.

Key Features

Multi-carrier product access (200+ carriers)
Contracting and licensing support
Commissions management
Exclusive distribution arrangements

Target Users: Independent insurance agents and agencies

Retail Planning Services

Retail advisors provide personalized insurance and financial planning including retirement, estate, college, and Medicare solutions for individual consumers.

Key Features

Retirement planning and income strategies
Estate and college funding solutions
Medicare and senior insurance planning

Target Users: Individual consumers and pre-retirees

At a Glance

Founded: 2009
Headquarters: Hartland, Wisconsin
Employees: 11-50
Funding: Bootstrapped

Category & Focus

Category: Distribution & Sales
Subcategories: Insurance Marketing Organization Retirement Planning Agent Technology
Insurance Verticals: Life & Annuity Health
Target Customers: Agents/Agencies, Consumers