"To All at Asset Retention Services
Just wanted to drop a note to everyone at the "Bender Group" - Thanks for the hard work that went into both the Boat Party and Referral Bash.
Know that what you do behind the scenes is appreciated and not forgotten your follow up is impeccable. The mailings, direction to all events, the phone calls, the smiles - 2nd to none. Your attitude and enthusiasm are unmatched. I love how the "Bender Group" treats us "Old Guys"! As a matter of fact... I think you have completely changed the meaning of "Going on a Bender"!
Thanks again Rob P.
"Hi Troy, We always appreciate your help in answering questions.
This note is a little overdue, but the sentiment is the same... Dad & I want to say "Thank you" to you for a variety of things. We appreciated the seat cushions (as Dad & I both have back issues), they come in very handy at our desk chairs at home. The safes for our important papers are very useful. The holiday pies were a nice treat to share. Of course the harbor cruise & dinner was wonderful and we met some nice, new friends. Thank you always for your time with our investments."
- Thank You &
Connie & Lindy F.
I want to thank you for sharing the evening aboard ship with you and your staff. It was a delightful occasion. The gracious hospitality excellent food and interesting table part news created a memorable event. Thank you for inviting us again this year."
"Asset Retention Family,
The Dinner Cruise was fabulous, I met some wonderful people and made contact!" -
"Troy, Po and Company,
Knowing people nice as you gives life a brighter touch, and so to each and all of you - Thanks very, very much!" -
"Dear Troy and The Asset Retention Staff,
We appreciate all that you do for your clients, you surely are protecting our retirement. And thank you very much for the outstanding delicious thanksgiving pie we had pecan and enjoyed every last bite!"
Betty and Don B.
"Dear Po and Troy, (and your staff)
With special thanks and much appreciation for your recent client appreciation party, the best one yet. The food was great. The entertainment was wonderful. The best "Elvis" look alike and act alike we had ever seen. And, the big surprise of winning a door prize, the most beautiful gift basket - 18 items. Thank you so very much!"
Harold and Mary B.
Dear Bender family and staff,
It was a fabulous event on the Icon yesterday! We all had a super good time, the food was outstanding and everything else just perfect. I would like to say an extra “danke” for letting me invite Carol on such short notice- she was so happy to be a part of this fun-party! You and your charming wife, adorable son and all your staff were simply wonderful.
Love, Dorothy H.
"Dear Troy, Po, and Staff
Thank you so much for the beautiful wind chimes. They are currently signing to Teresa and myself outside my home office. Such a peaceful chime that will keep my dad in my thoughts and heart whenever I hear them. Thank you again for thinking about me and for the wonderful chimes."
"Thank you ever so much, Troy, for the most delightful sunset sail on the Newport Harbor aboard “ICON”. The event was not only memorable because of its perfection, but also because of you and your fabulous staff. Thank you again"
Shelly and Roy
"Dear Troy and Po,
Thank you so much for waiting for us especially me. The party you provided felt like a family event. You and your staff provide a platform of confidence. Roseann and I enjoyed working with you. Be well,"
"Thank you all very much, for helping me keep my finances sound."
"Asset Retention services,
Thanks to all of you for inviting me to such a special event, Thanks also for the Thanksgiving Pie (in advance!) and the charity donation Sincerely,"
Thank you so much for all you have done. Just wanted you to know how much I appreciate your advice and your friendship! Thanks again"
Tony and I wanted to thank you for the wonderful evening, it is really nice that you do so much for us and thanks for that juicer we won. It is a wonderful gift we thank you again and our thanks go to Po and your staff.
Sincerely," Tony and Valerie
"Thank you for a perfect evening
Dinner was delicious
Drinks were divine
Dances were delightful"
I once met a young man named troy Who had a passion for life He just had to employ So he began a business To help mostly citizens Who were at the mercy Of their politicians And who couldn’t figure out How to handle their riches! He started giving a number Of great seminars And does such a fine job Who would otherwise Risk losing their money Down to the very last Penny! He is a special model of one Who values his clients And helps them succeed What a true blessing This man is indeed" ALJEAN P.
I have been a client of yours for nearly 5 years and now have five accounts with you. As you know my 30-year career as a nurse brought many long hours (16 hours’ days) and long weeks (on-call 24 hours) after this amount of time and effort in accumulating my retirement funds, I wanted them protected and secured.
The one thing I feared most upon retirement was running out of money before I ran out of life. My parents lived 90 years of life, so longevity runs in my family. No longer being married concerns me in that I have no longer have a spouse to supplement my income.
I appreciate all the hard work you have done over the years in reviewing my portfolio annually. It is very comforting to know that I can call you on any time and never feel as though I am a bother.
When I was in the hands of an unscrupulous agent, I had sleepness nights worrying about my future and stability. I no longer have these worries, and I sleep soundly every night. For this? I thank you.
Retirement for now, has been all that I dreamed it would be. I do not worry about price tags. I travel when I want and I have purchased my new BMW! Thank you again Troy, for all your help and guidance over the past 5 years, and I look forward to referring more of my family and friends to you and your business as I did my own son Marty and my granddaughter Amanda
Contact us at firstname.lastname@example.org 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.
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.
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.