Yes! Our Retirement Protection Package builds on top of your existing plan. Don't have a plan? No worries, we put together plans for you too when you buy the Retirement Protection Package, so you can properly strategize for your retirement.
Most of us won't face every risk, but it's guaranteed you will face a few. When you buy a Retirement Protection Package, we work with you to help you strategize against all of the risks the best you can with your resources so that you can retire with more confidence.
Well, we hope you do live long, but yes, it is a reality some of us will not live as long as we hope to. In the case this happens to you, the Retirement Protection Package will help you leave an even greater legacy for family, friends, and/or important organizations to you.
In many cases, we can help extend your resources so that you will have guaranteed income for life, regardless of how long you live! However, we cannot promise that as everyone's retirement situation is different. In the cases we see that we cannot do that, we are still able to help extend their resources so that they will have a more stable retirement for longer than they would otherwise not working with us.
The question really is, is anything besides death and taxes guaranteed? Haha, in all seriousness though, no we cannot give a guarantee that everything will work, just as everything else you have done already is not guaranteed to work. BUT, we can guarantee you it will increase your chances of success significantly.
No, our goal is to lower your risk not raise it, and when nearing the years of retirement investing in the stock market for short term gains is Risky with a capital R. At no point with the Retirement Protection Package will you be required to invest in the stock market. But if you choose to do so on your own still, we won't stop you either. Ultimately, it's your retirement.
NO! We can't stress this enough, that to strategize the best you can for every risk you will not be able to do it by yourself. You will need the help of licensed professionals and access to our risk calculators.
We offer a 100% money back guarantee for 60 days if we fail to deliver at least one of our three promises, which is to increase your retirement income, improve your legacy, and bring you greater peace.
It is for both of you. You do not need to, and it will not benefit you to buy two packages for both of you.
No, they are not trained to, nor do they have all the resources to help protect you against all of the 10 risks. We have worked tirelessly with our team so that you can receive the best possible help in regards to all of the 10 risks.
On average our clients take 2-3 months to implement the bulk of any changes. Some changes may take a little longer, but you will have clear directives on those.
When you buy the Retirement Protection Package, we provide you with 1 year of consultation and implementation help. At the end of that year, many of our clients find it beneficial to sign up as a Platinum Member to get continued guidance for their retirement.
That's ok! With the Retirement Protection Package, you will get the Risk-Based Retirement Plan Bundle that will provide you with three separate retirement plans (a traditional, a stress tested, and a risk-based plan) customized to your situation.
Yes, you still have all autonomy to manage your own assets.
No, we ask you what you want out of your retirement and do our best to help you craft a plan that will allow that while protecting against all of the risks the best we can. Often times we will even exceed expectations, allowing you a more comfortable lifestyle.