Your job is to identify potential clients.
We’ll help with the rest.

Founded in 2001, RMS is a wholesaling organization with seasoned retirement experts who help financial advisors gain entry and prosper in the retirement business. Our network of 50 wholesalers ensures local access to help serve your clients across the country.

A Sales Team Dedicated to Your Success

Our RMS wholesalers are close at hand to support all of your sales activities. Whether it’s referrals, client meetings, enrollment meetings or passing along industry information, our wholesalers are a reliable source of support. We’re ready to provide you with consulting services, proposal requests or to simply bounce ideas around.

Specialized Sales Support

Supporting our wholesalers is a corporate staff located in Omaha, Nebraska and a national sales office in Dublin, Ohio. These experienced teams offer extensive knowledge of the retirement market and individual disciplines including:

• Actuarial consulting
• Product design
• Marketing
• Information systems and technology
• Internal sales support