CALL TODAY: Earn retirement income from your existing business

858.546.4101

Retiring with Renewals is as Easy as 1-2-3!

Sign Up and Transition Your Clients to Retire with Renewals

To ensure a smooth transition, you’ll personally introduce us to your clients and discuss with us any special needs that they have. Of course, you will still:

  • Maintain complete control of your book – If at any time after the first three months you decide that you’re not happy with the arrangement, just let us know and we’ll sign your book back over to you.
  • Stay as involved in the business as you want – Full retirement or semi-retirement…it’s your choice.

Enjoy Your Retirement While We Service Your Accounts

The Retire with Renewals team will actively work to service, manage and keep your book of business. Our on-going services include:

  • Annual plan analysis and renewal
  • Annual enrollment process
  • Quarterly follow up
  • Daily paperwork processing
  • Daily handling of claims issues and questions
  • On-going education and communication
  • Assistance with COBRA administration
  • Assistance in setting up Section 125 FSAs

Get 40% of the Commissions on Your Accounts

Month after month, the checks will just keep coming. If we place additional lines to your book of business, you’ll receive 40% of these commissions, too. Plus, if something should happen to you, your Retire with Renewals agreement will act like an additional “life insurance policy” for your spouse or heirs.

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Take the First Step Today

Call us at (858) 546-4101 to schedule an appointment with the Retire with Renewals team.