Live worry free with best Life Insurance from RetireWyse!
Invest 15-minutes to learn about how tax free lifetime retirement income is now safe from market declines. Our promise is to deliver you the best possible protection plan.
Protection that matters
We build enduring, trust-based relationships with our clients, which ensures the policies and practices meet the expectations of the stakeholders. Relationships built on trust will lead to the best possible work that is what drives and inspires all of us every day and have zero or insignificant incidents when it comes to data privacy and protection with records from internal and external reports.
Our Services
Child Savings Plan
Individual Adult
Senior Over 65
Employer/Employee
Create a Generational Wealth
Until you learn the SKILLS and PSYCHOLOGY of building wealth you will be guessing!
It’s a learned skillset that will change their life and the lives of those around them.
Yes we have life and health insurance licenses in various States
We offer fixed index annuities and universal index life insurance that falls under IRS Rule 7702.
You don’t pay Joseph or John commission (unlike securities) and only the insurance company pays Joseph and John.
The insurance carrier which is selected as being the best long term unhindered benefit contract for you issues the policy.
Ask an insurance agent if they keep their laptop safe like Joseph and John do ( see picture) and all files are kept electronically under password. Your information only goes to the insurance company used.
Yes Joseph and John passed on training and they are licensed and appointed to the insurance company represented. But more importantly John owned a broker dealer with over 100,000 clients for over 20 years and Joseph has helped over 4500 retired savers with their over $200 million over a 10 year period and he is a former NASD ( now FINRA) examiner of firms and current active FINRA arbitrator.
Frequently Asked Questions
An insurance policy performs various functions and comes with multiple benefits, It safeguards against unforeseen events and consequential loss. Insurance carrier which is selected as being the best long term unhindered benefit contract for you issues the policy. Your information only goes to the insurance company used, that falls under IRS Rule 7702.
Why Choose Us
Our insurance experts bring you life protection.
EasyProcess System
We are able to assist you place your application to get it approved using Zoom with you, telephone and in person visits which comes after you are fully educated.
Save Your Money
Saving money and allowing it to grow with compound interest and with tax free benefit is the plan now — what direction do you think income taxes are going?
Satisfaction Guarantee
Put a real umbrella over yourself and loved ones with your hard earned income with market protection and a sophisticated choice of carrier.
Schedule a Meeting
A meeting goal to approve the company’s monthly advertising budget is more attainable than a goal to improve spending overall. The opportunities for free benefit is the plan aspect your vision which not only protects you from market losses but enables you to safely accumulate wealth tax free through savings and compound interest.
For a curated protection plan setup a meeting.
Our Senior Leadership
John Hsu
Insurance Advisor
Joseph Donnantuoni
Insurance Advisor
Schedule a time to ZOOM or Speak and get
your no cost Tailored Illustration
Joseph Donnantuoni
CMP
“FRC℠, Inc. has ownership of the FRC℠ logo, and the FRC℠ and Federal Retirement Consultant℠ symbols within the United States, which it grants to those individuals who successfully complete and maintain certification.”