Turn-Key Retirement Workshops!

Do you host retirement planning workshops or seminars?  If so, you already know that hosting educational workshops on a consistent basis can be a very profitable business model.  If you have never hosted a seminar or workshop, we have everything you need to get started.  Retirement Max is a turn-key seminar marketing system exclusively for Western Marketing agents. 

Retirement Max Workshops are designed to educate consumers on the latest strategies to help minimize retirement risks and maximize retirement income.  These educational workshops cover retirement planning, Social Security, Indexing Strategies, Medicare, and more.  The presentation topics can be customized for you and your business.

Through digital marketing, we can fill your workshop for as little as $1,000!

How does it work? We provide you with the PowerPoint presentation, detailed script, cheat sheets, training and necessary materials. After you book a local venue such as a library or community center, we will launch a digital marketing campaign to fill your workshop with high-quality retirement prospects. Our marketing is targeted at consumers of proper age with retirement accounts in order to maximize the quality of your attendees. You will host the workshop as the local retirement expert, set appointments with your attendees, and later convert these new prospects into clients by serving their retirement needs with annuities, life insurance, and Medicare health plans.

Depending on your market, costs typically run from $1,000 to $3,000 per workshop.  Why spend $8,000 to $12,000 on expensive dinner seminars when we can fill your workshops for a fraction of the cost?

There are no hidden fees, and minimal setup involved.

Call 800-852-7152 today to reserve your market before another agent does!

We look forward to speaking with you and sharing more details.  

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This “Retirement Max” Program is being provided as a service to you.  Financial Professionals should ensure they continue to follow the current policies on the use of any advertising, third-party materials and gifting rules as required by their Broker/Dealer and Registered Investment Advisor, if applicable, and the insurance carriers they represent.

Contact info

Tel  800-852-7152 

Fax  888-507-1861

318 W Huron St

Missouri Valley, IA  51555

Business hours

Monday         8:00 - 5:00

Tuesday         7:30 - 5:00

Wednesday   7:30 - 5:00

Thursday       7:30 - 5:00

Friday             7:30 - 3:00

* all times are Central

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The information on this site is for licensed insurance agents and brokers only. If you are not an insurance professional, please do not rely on this information. Instead, refer questions to a licensed insurance professional. This material has been prepared for informational purposes only and should not be relied upon for accounting, legal, tax or investment advice. Some programs are not available in all states.