RetireCo
Insurance marketing and distribution for retirement and life insurance solutions.
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
Customers
- Independent insurance agents and agencies nationwide
- Individual consumers seeking retirement and life insurance solutions
- Financial professionals and advisors
Links
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Last updated: 2026-06-05