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 Mario G. Taffo, Federal Benefits Consultant on Understanding FERS Benefits and Retirement Planning - December 20, 2024
- Interview with Andrew Hanson Vice President of Generations Wealth Management Discussing Overcoming Financial Fears and Challenges - December 18, 2024
- Interview with Andrew Hanson Vice President of Generations Wealth Management Discussing Creating A Financial Plan for the Future - December 18, 2024
