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Good day {first_name}!
Thank you again for trusting me with your retirement planning. Enrolling in the 403B was a great step towards securing your financial future. As you know, your TRS pension will only give you 46% of your paycheck after 20 years and 69% after 30 years. Your 403B will help cover the gap. We do need to re-evaluate and add a small increase each year, even if it’s only $25 a month. It will really make a difference in the long run.
As an independent retirement specialist with over 26 years of experience in the financial industry, I have access to multiple companies and therefore access to the best financial products to meet your specific goals. I want to be your go-to for all your financial needs.
My goal is to educate as many educators as possible. As a TRS certified retirement specialist, I love to help teachers plan for a secure financial future. I’m hoping that since you trusted me with your finances that you’d be willing to trust me to also help your colleagues.
For every referral you send, I’ll send you a gift card. Submit referrals here:
Referral Form
Thank you for all you do!
Best wishes,
Rich Claypool
Infinity Credit and Financial Services
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