Proven Claiming Strategies For Optimizing Your Benefits
Proven Claiming Strategies For Optimizing Your Benefits
In a world of one-click everything, your financial future is stuck in the 1980’s. You’re overwhelmed by jargon, high-pressure sales, and chaos.
The old system is broken. It’s built on conflicts of interest and selling products, not providing unbiased advice.
The wealthy don’t suffer this. They use a Family Office—a coordinated team of specialists. This expert model has always been out of reach for the everyday American.
Until now.
The Retirement Institute exists to give every retiree that same Clarity and Confidence.
We eliminate the chaos by putting you in the driver’s seat with:
We replace confusion with a structured process. Our coordinated team of vetted experts is dedicated solely
to making your plan bulletproof.
We are your Family Office for everyone. Stop hoping it works out and start planning for peace of mind.
Brandon Stuerke
Founder & CEO
124 page workbook to reinforce main ideas and help you retain what you learn.
Access to the software you need to run over 567 calculations to determine the exact right timing for you.
Access to the software you need to run over 567 calculations to determine the exact right timing for you.
Rod Zeeb is passionate about training advisors to deliver what High Net Worth clients actually want, a plan that meets the financial needs of the family while preparing the family for the inevitable surprises that come with wealth transfer. Rod has been invited to speak nationally and internationally at events including MDRT, NAIFA, AFP, National Network of Estate Planning Attorneys, Securities Industries and Financial Markets Associations (SIFMA), NAPFA Advanced Planners/Larger Firm Initiative, FPA (national and regional groups), International Association of Advisors in Philanthropy, and many others.
Rod has been quoted in The Wall Street Journal, Dow Jones News, Macleans Magazine (including international editions), Wealth Collection Magazine, Financial Advisor Magazine, Wealth Manager Magazine, Inside Information, Boomer Magazine, Investment News, Research Magazine, and many other print and online publications. Rod is also the author of Beating the Midas Curse (now in its 3rd Edition) and Family Stewardship, and he is co-author of the novel What Matters.
“I've put 24 years of expertise into this innovation. I'm so confident it will deliver value, your trial is 100% risk-free. That's my personal guarantee.”
The Retirement Institute