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Top Client Program

It is our goal to provide the highest quality of customer service to you. We want to make sure you feel appreciated and are treated as a member of our family rather than simply a name on a policy. Our Top Client Program allows us to show our appreciation for our loyal clients who encourage our ongoing mission of educating others in the community about building and preserving their retirement assets.


Fine Dining

All clients are invited to attend our seminars at fine dining establishments. Feel free to bring someone who is at or nearing retirement age and has never heard our educational presentation before.


Client Appreciation

All clients are invited to attend our Annual Client Appreciation event. This is a special occasion we set aside specifically to thank you in person for your business. During the festivities, we will have drawings for a variety of wonderful prizes such as electronics, gift cards, restaurant certificates, spa treatments and more. Extra prize tickets will be provided for active members of the Top Client Program.