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, Â 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.
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.
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)