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Why Retire Smarter

Why choose working
with Retire Smarter?

We think much differently about managing risk to better protect you and your business with first class group insurance options and employer services.

retirement roadmap^®

smart women^® in retirement

farm, estate
& succession planning

individuals & families

estate considerations
& trusts stewardship

business owners
& group employee benefits

Why choose us?
— working with Retire Smarter...

We think much differently about managing risk to better protect you and your business with first class group insurance options and employer services.

attend an event

find an advisor

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

CASE STUDIES

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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...

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.

Full Name

Email

Zip

Phone

Select an event near you.

Which category best describes your Interests / Concerns?

Estimated Amount of Investible Retirement Assets

Do you currently work with a Financial Advisor?

How did you hear about us?

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.

Full Name

Email

Zip

Phone

Events near you...

Best describe your Interests / Concerns...

Estimated Amount of Investible Retirement Assets

Do You Work with a Financial Advisor?

How did you hear about us?

OUR EVENTS START AT • 7PM • PROMPTLY.
WE ENCOURAGE YOU TO ARRIVE EARLY FOR PRIORITY SEATING.

MARK D RECNY JR
Principal Advisor

"On protection from market losses, if you’re not moving in this particular direction, you’re either at the table or on the menu... Nearly 80% of all money managers fail to outperform their benchmarks; producing less than desirable returns • We do what most money managers are unwilling to do... stop the losses, and deliver growth and income now."

SMART COMMENTARY & INSIGHTS

MAY // 2020

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JUNE // 2020

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JULY // 2020

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smart, simple
& transparent.

smart, simple
& transparent.

smart, simple
& transparent.

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!

Full Name

Email

Phone

Zip

Which category best describes your Interests / Concerns?

Do you currently work with a Financial Advisor?

How did you hear about us?

Would you like email updates about our events & solutions?

Full Name

Email

Phone

Zip

Best describe your Interests / Concerns

Do you work with a Financial Advisor?

How did you hear about us?

Email updates about our events & solutions?

simple &
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

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