- RETIREMENT PLANNING
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Discover a smarter approach to holistic financial planning
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- FINANCIAL SOLUTIONS
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You’re invited!Join us at one of our upcoming Retirement RoadMap® work-shops; We’re confident we’ll make great use of your time
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- OUR FIRM
- RESOURCES
- FINANCIAL PROFESSIONALS
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We are looking for high quality, client-focused, independent advisors to join our team
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- Home
- Life Insurance as an Investment
life insurance
as an investment
as an investment
Representing our clients is absolutely critical to our mission • And as advisors, a “one size fits all” approach to life insurance just doesn’t make sense • We help you plan for what happens next.
retirement roadmap®
smart women® in retirement
farm, estate
& succession planning
individuals & families
estate considerations
& trusts stewardship
business owners
& group employee benefits
life insurance
as an investment
as an investment
Representing our clients is absolutely critical to our mission — As advisors, a “one size fits all” view on life insurance just doesn’t make sense — We help you plan for what's next.
attend an event
find an advisor
BUSINESS OWNERS //
business owners
& group employee benefits
IRA / 401k Exit Strategies
Life / Health / Disability Insurance
Medicare Supplements / LTC
Executive Compensation Plans
Get Answers via Text, Phone & Email
PRIVATE CLIENT GROUP //
retirement roadmap
& risk exposure review
Risk Exposure Review
Comprehensive Income Analysis
Access to Retirement RoadMap®
Consolidates IRA & 401k Accounts
Customize Your Goals & Accounts
CONCIERGE CLIENTS //
estate considerations
& trusts stewardship
Estate Planning Concierge
Risk Exposure Review of Assets / Trusts
Comprehensive Income Analysis
Farm & Succession Planning
Dedicated Professionals / Legal Team
BUSINESS OWNERS //
business owners
& group benefits
IRA / 401k Exit Strategies
Life / Health / Disability Insurance
Medicare Supplements / LTC
Executive Compensation Plans
Get Answers via Text, Phone & Email
PRIVATE CLIENT GROUP //
retirement roadmap
& risk exposure review
Risk Exposure Review
Comprehensive Income Analysis
Access to Retirement RoadMap®
Consolidate Old IRA & 401k Accounts
Customize Your Goals & Accounts
CONCIERGE CLIENTS //
estate considerations
& trusts stewardship
Estate Planning Concierge
Risk Exposure Review of Assets
Comprehensive Income Analysis
Farm & Succession Planning
Dedicated Professionals / Legal Team
Discover a smarter approach to holistic financial planning
PRIVATE CLIENT GROUP //
retirement roadmap
& risk exposure review
Risk Exposure Review
Comprehensive Income Analysis
Access to Retirement RoadMap®
Consolidate IRA & 401k Accounts
Customize Your Goals & Accounts
CONCIERGE CLIENTS //
estate considerations
& trusts stewardship
Estate Planning Concierge
Risk Exposure Review of Assets
Comprehensive Income Analysis
Farm & Succession Planning
Dedicated • Professional Team
BUSINESS OWNERS //
business owners
& group employee benefits
IRA / 401k Exit Strategies
Life / Health / Disability Insurance
Medicare Supplements / LTC
Executive Compensation Plans
Get Answers via Text, Phone & Email
You're invited!Join us at one of our upcoming Retirement RoadMap® work-shops; We're confident we'll make great use of your time.
OCTOBER // 2020
6th/8th
Retirement RoadMap®
October 6 & 8 @ 7:00pm | LaGrange, GA
22nd/27th
Smart Women® in Retirement
October 22 & 27 @ 7:00pm | LaGrange, GA
NOVEMBER // 2020
3rd/5th
Retirement RoadMap®
November 3 & 5 @ 7:00pm | LaGrange, GA
12th/17th
Smart Women® in Retirement
November 12 & 17 @ 7:00pm | LaGrange, GA
You're invited! Join us at one of our upcoming Retirement RoadMap® work-shops; We're confident we'll make great use of your time.
OCTOBER // 2020
6th/8th
Retirement RoadMap®
October 6 & 8 @ 7:00pm | LaGrange, GA
22nd/27th
Smart Women® in Retirement
October 22 & 27 @ 7:00pm | LaGrange, GA
NOVEMBER // 2020
3rd/5th
Retirement RoadMap®
November 3 & 5 @ 7:00pm | LaGrange, GA
12th/17th
Smart Women® in Retirement
November 12 & 17 @ 7:00pm | LaGrange, GA
CASE STUDIES
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LIFE INSURANCE REVIEW
risks exposure
designed to foster growth for your life — and your retirement goals. 
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it's hard to know where to invest when returns are low, risks are high,
& the old rules don't seem to apply...
& the old rules don't seem to apply...
Don't see a date or location that works for you? — We invite you in to meet the dedicated team • that's answering the need for protection in retirement • all across America.
OUR EVENTS START AT • 7PM • PROMPTLY.
WE ENCOURAGE YOU TO ARRIVE EARLY FOR PRIORITY SEATING.
it's hard to know where to invest when returns are low, risks are high & the old rules don't seem to apply...
Don't see a date or location that works for you? — We invite you in to meet the dedicated team that's answering the need for protection in retirement.
Don't see a date or location that works for you? — We invite you in to meet the dedicated team that's answering the need for protection in retirement.
OUR EVENTS START AT • 7PM • PROMPTLY.
WE ENCOURAGE YOU TO ARRIVE EARLY FOR PRIORITY SEATING.
MARK D RECNY JR
Principal Advisor
Principal Advisor
"Our roots run deep... our commitment to agribusiness can be traced to the early 1900’s in Elmore, Ohio when my great-grand-pappy Recny saw the need to protect his grain elevators and beef cattle from losses on the family farm — And now after three generations, let our knowledge [ and what we’ve learned the hard way ] help make you safer, to help protect your family’s future."
SMART INSIGHTS
MAY // 2020
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JUNE // 2020
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JULY // 2020
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don't take risks...
you can't afford to take.
you can't afford to take.
don't take risks...
you can't afford to take.
you can't afford to take.
don't take risks you can't afford to take.
We value the trust placed in us by families and business owners across the country — Join the conversation, and we'll be in touch!
Join the conversation —and we'll be in touch!
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- Life Insurance as an Investment
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ESTATE CONSIDERATIONS
BUSINESS OWNERS
ADVICE OPTIONS
ESTATE CONCIERGE
EXECUTIVE COACHING
RETIREMENT ROADMAP®
EMPLOYER BENEFITS
Retire Smarter, its affiliates, and financial advisors do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Our website is intended to report solely on retirement strategies and opportunities identified by Retire Smarter, and as such the views contained herein are not to be taken as advice or a recommendation to buy or sell any investment or interest. Opinions, where and when expressed, are subject to change without notice.
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