Thank You!

Your Retirement Planning Review Has Been Scheduled.

Thank you for scheduling your complimentary Retirement Planning Review.

I'll call you at the phone number you provided at your scheduled appointment time. Our initial conversation will take approximately 15 minutes.

The purpose of this call is to understand where you are today, what you're trying to accomplish, and whether there are any areas where I may be able to help.

To Make the Most of Our Time Together

You do not need to gather anything before we speak.

However, if you happen to know any of the following, it may help us make the most of our conversation:

✓ Approximate retirement account balances
✓ Types of accounts you currently have (IRA, Roth IRA, 401(k), 403(b), 457, etc.)
✓ Current retirement providers or financial institutions
✓ Whether you are currently retired or when you anticipate retiring
✓ Any existing annuities or other retirement income sources
✓ Questions you'd like answered

What We Can Discuss

✓ Retirement Income — Ways to turn retirement savings into predictable, guaranteed lifetime income

✓ Conservative Accumulation — Strategies designed to protect retirement assets from market losses while maintaining the opportunity for growth

✓ Legacy Planning — Strategies designed around transferring assets and maximizing what may ultimately be left to beneficiaries

✓ Review existing retirement accounts and annuities

✓ Compare options from multiple insurance carriers

✓ Answer questions about your current retirement strategy

There is no cost or obligation.

The purpose of the review is simply to help you better understand your options and determine whether anything is worth exploring further.

I appreciate the opportunity to speak with you and look forward to our conversation.

Aaron Payne
Founder, A.P. Retirement