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Peace-of-Mind Bundle

A bundle of free resources to help you lift the weight of stress you feel around retirement.

How to get the bundle (2 steps):

  1. Review my Retirement Reimagined Journal on Amazon
  2. Enter your email below (same email as your Amazon account)
  3. We check Amazon for your review and email you the resources

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Email Template

Use this template to email your doctor, fitness coach, financial advisor, insurance agent, attorney, or other professional to open a dialogue.

Subject

[Your name]’s [main topic] questions

Body

Dear [Professional's Name],

I hope you're doing well. I'm planning for my retirement and have some questions I'd like to discuss with you, based on your expertise in [specific field, e.g., health, legal, financial].

To ensure our meeting is productive, here are the main topics I'd like to cover:

  1. [Question/Topic 1]
  2. [Question/Topic 2]
  3. [And so on...]

[If meeting is not already set] Could we schedule a time to meet? I'm flexible and can adjust to your availability.

Please let me know if there's anything specific I should prepare or bring to our meeting. Thank you for your assistance.

Best,

[Your Name]

[Your Contact Information]

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Free expert consultation

I am trained, licensed, and contracted to help retirees figure out intimidating, yet important topics like Medicare, health and life insurance, 401k/403b/IRA rollovers, and Social Security.

Send an email to Braden

Or call and leave a voicemail: (563) 287-0502
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Message from Braden:
I hope my journal has helped!

Here are all the resources I mention in the journal.

I'm on a mission to help 100,000 people live a stress-free retirement.

Meet with Braden
"They will not pressure you into making any purchases.  But they will certainly inform you, guide you, and walk you through the often confusing process of finding an insurance policy that meets your needs."

Stephen Willcox

Davenport, IA

Never Captured. Always independent.

Being licensed to offer policies from all the leading providers helps us keep your long-term health and financial security at the forefront.