retirement roadmap® 
smart women® in retirement
farm, estate
& succession planning
individuals & families
estate considerations
& trusts stewardship
business owners
& group employee benefits
- Home
- Life Insurance as an Investment
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.
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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!
simple &
transparent.
transparent.
© 2020 Retire Smarter, Inc. All Rights Reserved.
Opinions expressed here are subject to change without notice. This commentary is for informational purposes only. The information, data, and analyses presented herein do not constitute investment advice, are provided solely for informational purposes and therefore are not an offer to buy or sell any investment. Retire Smarter has not considered any individual’s circumstances in preparing this information. Before making any investment decision, please consider consulting a financial or tax professional regarding your unique situation.
• Not guaranteed by any bank / credit union • Not FDIC / NCUSIF insured • Not insured by any federal government agency • Offered by licensed insurance advisors only