Upcoming Events

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

Upcoming Events

At Asset Retention Insurance Services, we hold informational seminars and insurance sales presentations for our clients and the greater community that feature information on specific topics, such as retirement income strategies and life insurance. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Whenever you attend a seminar, feel free to schedule a one-on-one, no-obligation meeting.

To register for an upcoming event, please contact our office toll-free at 877.707.4409, or locally at 949.595.4409. You can also email Info@asset-retention.com  for more information on upcoming events in your area. Please be sure to call our office if you are not sure about the location of the venue.

Note:  If you can’t make one of these events, we offer you a no-obligation consultation at your convenience, or you may contact us to get on a future event that works for you. We give 35 seminars yearly.

Retirement Strategies for the New Economy

Now, more than ever, it is important to examine your retirement. Our firm uses real world examples to show you the facts and insurance strategies that you can use today to GUARANTEE YOUR FINANCIAL FUTURE.

A few of the topics discussed:

  • How you can use annuities to structure reliable, consistent income in retirement where you cannot outlive it. (Did you know that many retirees today fear outliving their money more than death?1There are a number of simple, time-tested strategies that can address the problem!)
  •  The Three Stages of Money – why it is important to address where you are currently, and why a change may be the right path as you are close to or already in retirement.
  • The Rule of 100, and why it is especially important as we age. Are you living by this rule?
  • Strategies to help protect your assets in these volatile times and help maximize the legacy you leave for your loved ones.

To register for an upcoming workshop and insurance sales presentation, fill out the form on this page. One of our representatives will contact you shortly to confirm your registration. Space is very limited. Please wait for a confirmation call before attending the workshop as Troy’s programs are always full.

1 Catey Hill. MarketWatch. July 18, 2016. “Older People Fear This More Than Death.” Accessed Oct. 25, 2016.

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.



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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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