If You’re Approaching Retirement, Recently Retired or Currently Living the Dream, We’re Your People.™

Our experts are here to guide you.

We’re Here Whenever You Need Us

Retirement Protectors, Inc. guides you three types of retirement decisions.

Stage

Helping you plan in your pre-retirement earning years, coaching how to spend in your active enjoyment years and protecting your legacy through your enrichment years. Different stages require different strategies.

Age

From Medicare at age 65 to Social Security claiming strategies and required distributions at age 73, retirement is full of age-triggered decisions. We’re here to help you activate your options at each milestone so you don’t miss a beat.

Coverage

Whether you need to protect your health, preserve your legacy, or prosper through retirement income, we’ve got you covered. No matter where you got it, we’re here for reviews, service and recommendations on all your existing coverage.

400+
Happy Clients

The RPI Way™

A team for all your needs, across all your decisions.

Discovery

Learning about your hopes and dreams and what you’ve put into place to achieve them. We’ll identify which milestones, coverage gaps and life stage transitions matter most to you.

Analysis and Recommendation

Educating you on your existing policies and accounts. We’ll show you potential ways to optimize your strategy across health, wealth 
and legacy.

Implementation

Applying any recommendations that arise. We’ll fully integrate you into our team through personalized service and education.

Proactive Service Model™

Actively reviewing your business, inside and outside of RPI, with our team every year. We’ll alert you about policy changes, market updates and important deadlines so you never miss a milestone.

Discover Our Services: Health, Wealth, and Legacy

Health

The most important decision you make regarding your Medicare isn’t what carrier or plan you have;  it’s the firm you work with that matters most. Plans should change as your needs evolve. Your trusted advisor should remain constant.

Wealth

Safety, liquidity or growth? With a typical setup, you can pick two out of three. With our comprehensive strategies, you can have it all.

Legacy

Let’s get real about who’s going to inherit what you’ve worked your entire life for. Will it be your family, the government or long-term care costs? We help you keep your hard-earned legacy where it belongs.

Four Ways We Keep You Informed

Engage Live™

Join our educational webinars, seminars and town hall meetings, where we break down complex topics like Medicare enrollment windows, Social Security claiming strategies and market updates. Learn alongside your neighbors.

Engage Direct™

Connect personally with our team through calls, emails, texts and annual reviews. We’ll check in on your birthday, follow up after life events and remind you of important deadlines.

Engage Insights™

Get educational newsletters, blog posts and resources tailored to your life stage, including pre-retirement planning guides, active lifestyle tips and legacy planning worksheets.

Engage Alerts™

Receive time-sensitive notifications about enrollment periods, required distributions, policy changes and market events. Never miss a milestone or deadline again.

200+

years of combined senior 
market expertise

3,600+

clients guided through retirement decisions

15+

sales and service 
professionals

100%

commitment to 
your journey

Stories from Clients We’ve Guided

Here to Guide You to and Through Your Retirement

We’re not here for a transactional relationship, but to guide you through every retirement decision, from your first Medicare card to your last will and testament. That’s what “We’re Your People” means.

We’re your people.™
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