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Why Retire Smarter

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

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& succession planning

individuals & families

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& trusts stewardship

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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.

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Estate Planning Concierge

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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.

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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.

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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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JULY // 2020

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& transparent.

smart, simple
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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!

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Why Retire Smarter

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.

Retire Smarter markets certain products that are sponsored, managed, distributed or provided by companies that Retire Smarter is licensed with. Insurance and annuity products are marketed through Retire Smarter, Inc. Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

• 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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