Why is this free? What's the catch?
You never pay Retire Handbook. Your retirement advisor pays us to set up the meeting.
The fair worry
I don't expect you to take "free" on trust. You deserve to know who's paying before talking about your savings.
The answer
Retire Handbook is a free matching service run by AULACCESS LLC. The advisor pays a meeting fee. That fee is higher for people with more savings. It stays the same whether you buy anything or not.
The advisors mostly offer annuities and other insurance products. If you buy one, the insurance company usually pays your advisor a commission. That's how the consultation is free to you. It can lead to a sales talk, but you never have to buy.
At your consultation
Now you know who pays. Use your free Zoom consultation to see your income beside your bills. You'll see what your savings need to cover.
More questions on this topic
- What if I say no?You can say no. Taking the free consultation doesn't mean agreeing to buy.
- Why do you need my information?Your retirement advisor needs a rough picture of your retirement to talk about it.
- I'm only on my phone. Can I still do the Zoom?Yes. Zoom works on your smartphone, and your consultation shouldn't move because of a screen.