How it works

Put your clients in good hands

Rest assured knowing your clients are well taken care of. While you’re enjoying retirement, the Retire with Renewals team will manage and service your accounts for you.

Do the math

Sell your book or retire with renewals?

Not that long ago, a book of business would earn two and a half years of commissions in a buy-out. Today, that number is down to just one year or one-and-a-half years of commissions. So, if you sell a $100,000 book of business outright, you’ll get about $150,000.

However, if you worked with Retire With Renewals you would receive more.

For example, if you worked with us on your $100,000 book, receiving a 50% commission split, you would receive $50,000 per year for life. In five years, you would have received $250,000. Additionally, if there are any increases in renewal commissions or if we have added any new lines of business for your clients, you would have received those commission increases as well.

Which would you prefer??

Retiring with renewals is as easy as 1-2-3!

Transition your clients to Retire with Renewals

To ensure a smooth transition, you’ll personally introduce us to your clients and discuss special needs any may have. After the transition, you will have the choice:

Be as involved in the business as you want. It's in our agreement.
Suit your lifestyle: choose full retirement or semi-retirement.
Enjoy our fail-safe guarantee: if you change your mind, we'll sign your book back over to you.

Enjoy your retirement while we service your accounts

The Retire with Renewals team will service, manage, and retain your book of business. Our ongoing services include:

Annual plan analysis and renewal
Annual enrollment process
Quarterly follow up
Daily paperwork processing
Daily handling of claims issues and questions
Ongoing education and communication
Assistance with COBRA administration
Assistance setting up Section 125 FSAs

Receive up to 50% commissions on your accounts

Month after month, you'll receive renewal commission checks from all retained business in your book. If we place additional lines with your accounts, you could receive up to 50% of these commissions, as well.

If something should happen to you, your Retire with Renewals agreement will act as an additional “life insurance policy” for your spouse or heirs, and commissions will be redirected as indicated in the agreement.

Contact Retire with Renewals today!

Have questions about the Retire with Renewals program? Ready to get started? We’re here for you. Contact us to learn more about the freedom and security you can enjoy when you retire with renewals.