Referral Program

We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our events.

Referral Program

How do you qualify for the Referral Bash?

If you attend one of the qualifying events with your guest or schedule a private consultation for your friend or family, you qualify!

It is that easy!  You will then receive a special invitation to attend our 2017 Murder Mystery Dinner Referral Bash!

For Your Introduction

If you introduce someone, whom Troy has not met with yet,  to our firm in 2017, you will receive an invitation to the exclusive Murder Mystery Dinner!

Guidelines

What is an introduction?  An introduction is when you attend a qualifying event in person with a friend, family member, loved one, neighbor, or business associate ~ or ~ when you set up a private workshop and insurance sales presentation for your group of 6 or more people.

In addition, you can also qualify to join in on the mysterious fun if your referral meets with Troy in a one-on-one Complimentary Consultation;  if they are unable to attend an event.

Who should you bring?

We are looking for nice people just like you!  We want to help guide your friends, family members and loved ones!

Submit a Referral

Yes, I/we would love to attend the Murder Mystery Referral Bash! In fact, I already have someone in mind whom I would love to refer. You have my permission to contact them to invite them to an upcoming Financial Workshop or offer a Complimentary Consultation.

Fill out my online form.

Strategies for Financial Independence

Contact us at info@asset-retention.com or call us at 949.595.4409 (toll free: 877.707.4409) to schedule a time to discuss your financial situation and the potential role of insurance in your financial strategy.


Have Questions for Troy Bender?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

At Asset Retention Insurance Services, we can offer you the following products and services:

(Click the images below to learn more about each service)

Retirement Income Strategies

Asset Protection

Annuities

Life Insurance

Tax-Efficient Strategies

Long-Term Care Strategies

We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning » IRA Legacy Planning » Wealth Management

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

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Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods that vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.