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Asset Protection

Living Benefits Asset Protection

Key Man Policy

A key man policy is a type of life insurance that provides financial protection a small business in the event of the or disability of a key employee. This policy can benefit a small business by providing funds to cover the costs of finding and training a replacement, paying off debts, and maintaining business operations during a difficult time. With a key man policy in place, small business owners can have peace of mind knowing that their business is protected in case of unexpected events.

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Retirement Protection

Retirement protection is crucial for individuals to secure their financial future. As a retirement specialist, we understand the importance of planning for retirement and the potential risks that come with it. With our retirement protection plans, we offer peace of mind to our clients by that they have a stable source of income during their golden years. Our plans are designed to cater to the unique needs of each individual, providing them with a comfortable and stress-free retirement. Trust us to help you secure your future today.

Free Consultation

Buy/Sell Agreement Funding

Funding a buy-sell agreement is a crucial step in ensuring the continuity of a business. As an agency, we understand the importance of having a solid plan in place to protect your business and its stakeholders. Our team works closely with you to identify the funding options available, so you can have peace of knowing that your business is protected in the event of unexpected departure. With our expertise and guidance, you can rest assured that your business is in good hands.

Free Consultation

Income & Mortgage Protection

As financial experts, we recognize the significance of safeguarding your income and mortgage against unforeseen circumstances. Living benefits life insurance is an excellent solution to provide a safety net for your family in case of illness injury. With living benefits life insurance, you can have of mind knowing that you will have financial support to cover your expenses and maintain your standard of living. Get in touch with us today to discover more about how living benefits life insurance can benefit you and your loved ones.

Free Consultation

Key Man Policy

A key man policy is a type of life insurance that provides financial protection a small business in the event of the or disability of a key employee. This policy can benefit a small business by providing funds to cover the costs of finding and training a replacement, paying off debts, and maintaining business operations during a difficult time. With a key man policy in place, small business owners can have peace of mind knowing that their business is protected in case of unexpected events.

Free Consultation

Retirement Protection

Retirement protection is crucial for individuals to secure their financial future. As a retirement specialist, we understand the importance of planning for retirement and the potential risks that come with it. With our retirement protection plans, we offer peace of mind to our clients by that they have a stable source of income during their golden years. Our plans are designed to cater to the unique needs of each individual, providing them with a comfortable and stress-free retirement. Trust us to help you secure your future today.

Free Consultation

Buy/Sell Agreement Funding

Funding a buy-sell agreement is a crucial step in ensuring the continuity of a business. As an agency, we understand the importance of having a solid plan in place to protect your business and its stakeholders. Our team works closely with you to identify the funding options available, so you can have peace of knowing that your business is protected in the event of unexpected departure. With our expertise and guidance, you can rest assured that your business is in good hands.

Free Consultation

Income & Mortgage Protection

As financial experts, we recognize the significance of safeguarding your income and mortgage against unforeseen circumstances. Living benefits life insurance is an excellent solution to provide a safety net for your family in case of illness injury. With living benefits life insurance, you can have of mind knowing that you will have financial support to cover your expenses and maintain your standard of living. Get in touch with us today to discover more about how living benefits life insurance can benefit you and your loved ones.

Free Consultation

Trevor Sinclair

Trevor is the dynamic and innovative Marketing Director at Smart Retire, where he leverages his extensive experience in digital marketing and strategic planning to enhance the company’s presence in the retirement solutions sector. With a keen eye for market trends and a deep understanding of consumer behavior, Trevor has been instrumental in developing cutting-edge marketing campaigns that resonate with Smart Retire’s target audience. His leadership has not only elevated the brand’s visibility but also significantly contributed to its growth and success. Trevor’s approach combines creative thinking with data-driven strategies, ensuring that Smart Retire stays ahead in a competitive industry. His commitment to excellence and his ability to inspire his team are key drivers behind Smart Retire’s robust marketing initiatives.

Taylor Wagers

Taylor is an indispensable member of the Smart Retire team, serving as the Administrative Assistant with unparalleled dedication and expertise. With a rich background in social media, Taylor brings a wealth of knowledge that has proven to be invaluable in enhancing the company’s online presence and engagement strategies. Her proficiency not only streamlines administrative operations but also enriches the company’s connectivity and interaction with its audience. Taylor’s contributions are a testament to her commitment to excellence and her pivotal role in the success of Smart Retire.

Sarah Hickey

Sarah is a highly skilled financial strategist affiliated with Smart Retire, providing expert financial guidance to individuals and families in Monroe, GA, and beyond. With a deep understanding of the intricacies of retirement planning, She is committed to helping her clients achieve their long-term financial goals with confidence and clarity. Through Smart Retire’s innovative approach and Sarah’s personalized strategies, she empowers her clients to navigate the complexities of retirement with ease, ensuring a secure and prosperous future. With her dedication to excellence and a client-centric approach, Sarah has established herself as a trusted financial professional, guiding her clients towards a fulfilling retirement lifestyle tailored to their unique needs and aspirations.

Shelly Mason

Shelly Mason, the esteemed Founder and CEO of Smart Retire, embodies a fusion of visionary leadership and extensive expertise in small business retirement solutions. With nearly a decade of dedicated experience in the field, Shelly has pioneered innovative approaches that empower small businesses to navigate the complexities of retirement planning with confidence and efficiency. Her commitment to excellence and unwavering dedication to client success have positioned Smart Retire as a beacon of reliability and innovation in the industry. Through her strategic guidance and deep understanding of the evolving landscape of retirement planning, Shelly continues to shape the future of financial security for small businesses and their employees alike.