RETIRE FOR L.I.F.E.

Show them you know your stuff and can be their go-to resource for all things retirement income planning. Yeah, go ahead and pat yourself on the back with

Retire for L.I.F.E.™.

Show them you know your stuff and can be their go-to resource for all things retirement income planning. Yeah, go ahead and pat yourself on the back with

Retire for L.I.F.E.™

Help them prepare and plan for retirement.

People getting close to retirement want nothing more than to be informed and feel in control of their savings. Show them how to plan for a reliable retirement income with this two-session workshop that leaves them feeling empowered and you as a trusted resource.


Workshops are hosted on college campuses and a tuition is charged, giving attendees reassurance this is an educational course and not a sales push.

What you get:

5+ hours of content to present as you wish (including webinar options for versatility).

Presentation and sales process training from founder Matt Schuller.

Complimentary integration with CreativeOne tools.

Direct mail piece for you to personalize with your name, short bio and business information.

Personalized marketing and workshop assets, including a presentation, workbook, and supplemental handouts.

Facebook advertising.

Adaptable presentation that can be used in multiple settings.

Opportunity to connect with local HR departments.

Post-seminar evaluation survey to capture feedback.

Personalized registration landing page on RetireforLife.com.

Help them prepare and plan for retirement.

People getting close to retirement want nothing more than to be informed and feel in control of their savings. Show them how to plan for a reliable retirement income with this two-session workshop that leaves them feeling empowered and you as a trusted resource.


Workshops are hosted on college campuses and a tuition is charged, giving attendees reassurance this is an educational course and not a sales push.

What you get:

5+ hours of content to present as you wish (including webinar options for versatility).

Presentation and sales process training from founder Matt Schuller.

Complimentary integration with CreativeOne tools.

Direct mail piece for you to personalize with your name, short bio and business information.

Personalized marketing and workshop assets, including a presentation, workbook, and supplemental handouts.

Facebook advertising.

Adaptable presentation that can be used in multiple settings.

Opportunity to connect with local HR departments.

Post-seminar evaluation survey to capture feedback.

Personalized registration landing page on RetireforLife.com.

Help them prepare and plan for retirement.

People getting close to retirement want nothing more than to be informed and feel in control of their savings. Show them how to plan for a reliable retirement income with this two-session workshop that leaves them feeling empowered and you as a trusted resource.


Workshops are hosted on college campuses and a tuition is charged, giving attendees reassurance this is an educational course and not a sales push.

What you get:

5+ hours of content to present as you wish (including webinar options for versatility).

Presentation and sales process training from founder Matt Schuller.

Complimentary integration with CreativeOne tools.

Direct mail piece for you to personalize with your name, short bio and business information.

Personalized marketing and workshop assets, including a presentation, workbook, and supplemental handouts.

Facebook advertising.

Adaptable presentation that can be used in multiple settings.

Opportunity to connect with local HR departments.

Post-seminar evaluation survey to capture feedback.

Personalized registration landing page on RetireforLife.com.

Why host a Retire for L.I.F.E. workshop?

Help prospects think outside the box when it comes to retirement planning. Encourage them to take control of their financial future and ensure their plan combats the most common retirement risks they’ll face.

See what it's all about

Retire for L.I.F.E. is the next big thing that can help build your brand awareness—and your bottom line. Ask your sales team or marketing account manager how it might be just the thing you’ve been searching for.

Why host a Retire for L.I.F.E. workshop?

Help prospects think outside the box when it comes to retirement planning. Encourage them to take control of their financial future and ensure their plan combats the most common retirement risks they’ll face.

See what it's all about

Retire for L.I.F.E. is the next big thing that can help build your brand awareness—and your bottom line. Ask your sales team or marketing account manager how it might be just the thing you’ve been searching for.

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