RetireGuide
RetireGuide is a US-based digital content publisher that provides free, expert-reviewed educational resources and interactive tools on Medicare, annuities, Social Security, and retirement planning for pre-retirees and retirees. The company monetizes via referral fees when users are connected to licensed insurance agents at channel partners Senior Market Sales and GoHealth.
- Company typePrivate
- Founded-
- HeadquartersOrlando, United States
- Headcount11–50
- GTM typeB2C
- OfferingDigital Commerce or Content
What RetireGuide does
RetireGuide is a for-profit digital content publisher headquartered in Orlando, Florida (RetireGuide LLC), operating retireguide.com as an informational platform for individuals planning for or already in retirement. The site provides free, expert-reviewed educational resources across three core content verticals: Medicare (Original Medicare, Medicare Advantage, Medicare Supplement), annuities (Fixed, Fixed Indexed, Variable, Straight Life), and broader retirement planning (Social Security, investing, retirement accounts). Supporting the editorial content are three interactive free tools — a Life Expectancy Calculator, a Medicare Coverage Simulator, and a Financial Advisor Match service — plus a weekly email newsletter and an active social media presence on Facebook, Twitter, and YouTube. Content is produced and reviewed by a network of over 50 credentialed expert contributors (CFPs, CPAs, Medicare specialists, financial advisors) and a small in-house editorial team.
The underlying technology is intentionally lightweight: the core technology is described as "not applicable," and the company does not develop proprietary software, algorithms, or machine learning models. The interactive tools are described as ease-of-use implementations rather than differentiated technology. The platform has no mobile app, no public API, no SDKs, and no announced AI capabilities. Distribution is entirely digital and US-domestic, with content delivered through the owned website and partner-routed web forms or phone consultations.
RetireGuide monetizes exclusively through an affiliate/referral revenue model. When visitors express interest in Medicare, annuities, or other insurance products, they are connected — via phone or web form — to licensed insurance agents at two named channel partners: Senior Market Sales (a 30-year insurance distributor with 66,000 independent agents nationwide) and GoHealth (a health insurance technology platform with 300+ carrier partnerships and 5M+ Americans enrolled). RetireGuide may receive compensation for these referrals while retaining complete editorial control over published content. A third affiliate relationship with Annuity.org is also signaled via on-site calls-to-action. There is no direct user fee, no subscription product, and no disclosed external funding, consistent with a founder- or self-funded operating model. The company has earned third-party recognition including the APEX 2021 Award of Excellence and a Gold trophy at the FCS Portfolio Awards.
RetireGuide firmographics
Firmographics- Name
- RetireGuide
- Legal name
- RetireGuide LLC
- Website
- https://retireguide.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- RetireGuide is a US-based digital content publisher that provides free, expert-reviewed educational resources and interactive tools on Medicare, annuities, Social Security, and retirement planning for pre-retirees and retirees. The company monetizes via referral fees when users are connected to licensed insurance agents at channel partners Senior Market Sales and GoHealth.
- Ownership category
- akta.pro rank
RetireGuide industry classification
Industry- Product category
- Retirement Planning Information & Education
- NAICS
- Services for the Elderly and Persons with Disabilities (624120)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Retirement Planning & Financial Education for Seniors (EDAAAMAF)
- akta.pro secondary industries
- Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH), Retirement Income Planning & Decumulation Advisory (FSAEABAD)
Keywords
Where RetireGuide is headquartered
LocationHeadquarters
- HQ city
- Orlando
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
RetireGuide business model
Business model- GTM type
- B2C
- Offering type
- Digital Commerce or Content
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Infrastructure, Operations
Revenue model
- Affiliate/Referral Revenue: RetireGuide connects visitors who express interest in Medicare plans, annuities, or other insurance products with licensed agents at partner organizations (Senior Market Sales and GoHealth). When a visitor inquires through phone or form, RetireGuide may receive compensation for the referral. The site operates independently from its partners, and RetireGuide retains complete editorial control over the information it publishes.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free access to all informational content, tools, and resources |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
RetireGuide product offering
Product offeringCore offering
RetireGuide is a free retirement information and referral platform that publishes expert-reviewed editorial content, interactive planning tools, and comparison resources on Medicare, annuities, Social Security, and general retirement planning. The platform monetizes by connecting users who express interest in Medicare or annuity products with licensed insurance agents at partner organizations (Senior Market Sales and GoHealth) for no-obligation consultations, earning referral compensation.
Product overview
RetireGuide is a retirement-focused informational platform that provides educational content and interactive tools to help seniors navigate retirement decisions. The core offerings center on three main areas: Medicare coverage information (including Original Medicare, Medicare Advantage, and Medicare Supplement insurance), annuity products (Fixed, Fixed Indexed, Variable, and Straight Life Annuities), and comprehensive retirement planning guidance. The platform supplements these with interactive tools including a Life Expectancy Calculator, Medicare Simulator, and Financial Advisor Match service. Additional resources include Social Security information, expert contributor reviews, featured articles, and a weekly newsletter. The company operates through business partnerships with Senior Market Sales (SMS) and GoHealth for licensed agent connections, while maintaining editorial independence. The platform has received industry recognition including APEX Awards and FCS Portfolio Awards for content and design excellence.
Differentiator
Problem solved
Functional benefit
Products and services
- Medicare Information and Planning Comprehensive Medicare guidance covering Original Medicare (Part A and Part B), Medicare Advantage plans, Medicare Supplement insurance, eligibility, costs, coverage options, and enrollment guidance for retirees.
- Annuities Information Educational resources about annuity products including Fixed, Fixed Indexed, Variable, Straight Life, and TSP Annuities, with current rate information and buying guidance.
- Retirement Planning Information Comprehensive retirement planning resources covering investing strategies, retirement accounts, retirement age considerations, and income strategies.
- Social Security Information Resources covering Social Security retirement benefits, disability benefits, survivors benefits, food stamps for seniors, payment schedules, and customer service.
- Life Expectancy Calculator Interactive calculator that estimates a user's life expectancy, used as a key factor in determining how much money is needed in retirement.
- Medicare Coverage Simulator Interactive planning tool allowing users to select various medical scenarios and learn how different Medicare options may work alone or together to pay for health care.
- Financial Advisor Match Matching service that connects users with vetted financial advisors through a three-step questionnaire, offering tailored advisor recommendations and complimentary consultations.
Quantifiable outcome
- RetireGuide provides informational resources to help retirees and pre-retirees navigate Medicare, annuity, and retirement planning decisions, connecting them with licensed agents for personalized guidance
Companies that use RetireGuide
Customer profileSegments3 records
Ideal customer profiles3 records
RetireGuide technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
RetireGuide partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Senior Market Sales (SMS)coreSenior Market Sales (SMS) is a leading insurance industry partner with over 30 years of experience in the senior market and a network of 66,000 independent agents across the United States. SMS offers a broad product portfolio including Medicare solutions, annuities, life insurance, long-term care, final expense, dental, and travel insurance. When RetireGuide visitors express interest in Medicare or insurance products, they are connected to SMS for free, no-obligation consultations. RetireGuide retains complete editorial control over the information it publishes, ensuring unbiased content even as SMS agents assist with product selection.
- GoHealthcoreGoHealth is a health insurance technology platform founded in 2001 that has enrolled over 5 million Americans. It has partnerships with over 300 leading health insurance carriers and uses machine learning algorithms powered by nearly two decades of insurance purchasing behavior to match customers with appropriate health plans. GoHealth's licensed insurance agents provide unbiased advice to help customers navigate Medicare and health insurance purchasing decisions. Through its partnership with RetireGuide, GoHealth assists visitors in understanding plan benefits, available government subsidies, and the Medicare enrollment process.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
RetireGuide competitors and assessment
Company assessmentDirect peers
- Bankrate (Red Ventures): Long-running financial content and rate-comparison platform owned by Red Ventures, generating revenue largely through referrals to insurance, mortgage, and retirement products — directly competitive in retirement/Medicare content and lead monetization.
- SmartAsset: Operates a financial education and decisioning platform (calculators, guides, advisor matching) that monetizes via referrals to financial advisors and insurance/annuity products — directly comparable to RetireGuide's content-plus-referral model targeting retirement-age consumers.
- NerdWallet: Personal finance content and comparison site with strong insurance, credit card, and retirement content verticals that drive qualified lead generation revenue — overlapping directly with RetireGuide's Medicare, annuity, and retirement-planning categories.
- Investopedia: Large financial education publisher with deep retirement, Medicare, and annuity content categories, monetized through display advertising and referrals — overlapping with RetireGuide's content-led, education-first approach.
- Kiplinger: Legacy personal finance and retirement publisher with strong content authority in retirement income, Social Security, and Medicare — comparable to RetireGuide in editorial positioning and target audience, with overlapping content categories.
- Annuity.org: Annuity education and lead-generation platform that connects users with annuity products via partner agents — already a distribution partner of RetireGuide and a near-clone in the annuity-education vertical.
Broad incumbents
- SelectQuote: Senior-focused direct-to-consumer insurance distribution platform, particularly strong in Medicare and life — directly comparable in target demographic and product verticals, but operates as a vertically integrated lead-to-purchase funnel.
- Senior Market Sales (SMS): Established insurance distribution firm with 66,000 independent agents and a national senior-market footprint in Medicare, annuities, and life insurance — RetireGuide's largest referral partner and a broader incumbent in the same consumer journey.
- GoHealth: Public Medicare-focused health insurance marketplace with 300+ carrier partnerships and 5M+ enrollees — a RetireGuide referral partner and a scaled, vertically-integrated competitor in the Medicare lead-generation space.
- eHealth: Long-established online health insurance marketplace with significant Medicare traffic, similar referral-to-carrier monetization model, and an older-consumer focus overlapping with RetireGuide's primary segment.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
RetireGuide social profiles
Digital presenceRetireGuide financial estimates
Financial estimateRevenue estimate
Valuation estimate
RetireGuide leadership team
Management profileNumber of profiles
Profiles7 records
RetireGuide funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
RetireGuide M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about RetireGuide
What does RetireGuide do?
RetireGuide is a free retirement information and referral platform that publishes expert-reviewed editorial content, interactive planning tools, and comparison resources on Medicare, annuities, Social Security, and general retirement planning. The platform monetizes by connecting users who express interest in Medicare or annuity products with licensed insurance agents at partner organizations (Senior Market Sales and GoHealth) for no-obligation consultations, earning referral compensation.
Is RetireGuide a public or private company?
RetireGuide is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was RetireGuide founded?
RetireGuide was founded in -1. It employs 11 to 50 people.
Where is RetireGuide based?
RetireGuide is headquartered in Orlando, United States, in the North America region.
How does RetireGuide make money?
One revenue line is on record: affiliate/Referral Revenue.
Who are RetireGuide's main competitors?
Direct peers on record are Bankrate (Red Ventures), SmartAsset, NerdWallet, Investopedia, Kiplinger and Annuity.org. Broad incumbents are SelectQuote, Senior Market Sales (SMS), GoHealth and eHealth.
Does RetireGuide have an API?
No public API is recorded for RetireGuide.
What industry is RetireGuide in?
RetireGuide's product category is Retirement Planning Information & Education. Its primary akta.pro industry code is EDAAAMAF, Retirement Planning & Financial Education for Seniors, with a secondary code of FSAEABAH, Annuity & Insurance-Based Retirement Solutions Advisory. Its NAICS code is 624120 and its SIC code is 6282.