RPI is actively managing Health, Wealth and Legacy solutions for over 2,000 retiree clients from our Central Iowa Headquarters since 2008. We are an established succession planning firm for retiring Medicare Insurance Agents and a Wealth/ Legacy Resource for a growing Network of Elite Independent Senior Market Advisors.
HEALTH- With our proprietary Carrier Connect Platform, we educate Medicare Beneficiaries on the multitude of plan types and companies available in their local market, set expectations for their optimal healthcare experience, and support them over time with our Proactive Service Model ™
WEALTH- Financial professionals do fabulous work getting people to retirement, so they can work with us. We leverage the strategies, tactics, products and technology to craft bulletproof retirement income strategies- for retirees that don’t want to run into worries or run out of money.
LEGACY- Most people prefer to leave their legacy to loved ones, rather than their greedy Uncle or a local care facility. We implement innovative planning concepts to mitigate these risks, in some cases without exclusively tying up valuable assets.
Learn More: https://www.retireprotected.com/
Mike Saunders, MBA
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Michael McKenzie, Mortgage Broker with Big League Approved Powered By Edge Home Finance - March 28, 2023
- Ep. #13 – Sharon Lechter – The Big Success Podcast with Brad Sugars - March 24, 2023
- Interview with Charles Carillo, Managing Partner of Harborside Partners and host of the Global Investors Podcast - March 24, 2023