We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our events.
Thanksgiving Food Drive
October 16th - November 16th
Veterans Day Celebration
Toys for Tots
October 16th - December 20th
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, or you can fill out the form on the right side of the page.
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.
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. 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.
Retirement Strategies for the New Economy
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?1 There 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 volatile times and help maximize the legacy you leave for your loved ones.
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, or you can fill out the form on the right side of the 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.