Very excited to announce our events coming up to celebrate our choices.
Please RSVP by filling out the form here: set2retire.us/rsvp
Finding My Purpose – Susan D Marshall
My husband and I thought we were all set to retire. And then, in 1998 my life changed in an instant when my husband died in a plane crash. I had to learn to breathe again and put my life back together. When an insurance carrier refused to pay-out I needed advice and a strong advocate.
Susan holds seminars on the latest tax strategies, regulatory changes and other important news.
Check back to read the latest in her blog. Please submit a request for Susan to be a speaker at your next event. She loves to educate groups and empower them with retirement planning strategies.
Susan advocates for her clients above and beyond the typical role of an agent
I had an insurance client who was subjected to changes in her health insurance plan against her wishes. She was initially promised that she could keep her physicians which was critical to solving her complex health issues.