Performance Reviews

A System that can adapt to your needs.

Even after your Crash Proof Retirement® System has been implemented, things can, and often do, change. That’s why we offer no-cost annual reviews to help ensure your plan continues to meet your goals. Whether your system is being optimized to current market conditions, or you need to account for a life event, we’re here to ensure your peace of mind continues throughout retirement.

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What We Help You Adjust

Each Crash Proof Retirement® System is built to be flexible and adapt to your evolving needs. Here’s what we help you review and modify, if necessary:

Crash Proof® System Performance

Long Term Care Planning Options

Crediting Strategy Adjustments

Asset Allocations

Income Strategies & Tax Efficiency

What Is a Performance Review and Why Is It Important?

Even the most well-designed financial plans need maintenance. A no-cost performance review helps ensure that your current system aligns with any changes in your retirement goals, lifestyle needs, and market conditions. It’s also an opportunity to ask questions, continue your financial education, and explore any new strategies available to enhance your plan.

Capitalize on Changes in Market Conditions

Each year, you’re able to adjust Crash Proof® Vehicles to better align with the current economic landscape. At your annual review, your retirement phase educator will discuss the outlook of the economy and the opportunities that arise as a result, so you can enjoy the best opportunity for growth.

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Who Needs a Performance Review?

Whether you recently implemented your Crash Proof Retirement® System or have had it in place for years, we encourage all of our clients to schedule their annual review. These meetings are especially important if:

Your financial situation has changed
A spouse or family member passed away
You inherited assets or sold property
You’re approaching or have begun RMDs
You’ve had a significant health event

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“In the annual review, that CPR supplies to us, cost-free, we were able to look at our current strategies, and make alterations as a result of what the market is doing. We reviewed our portfolio and realized that we will be okay.”

— Rick and Peg Shiley, CPR Client Since 2014

“What I like about Crash Proof Retirement® is each year you have the opportunity to have an annual review, there is always someone there to help you out. They don’t leave you out in the dark.”

— Bud Elvidge, CPR Client Since 2009

“At the annual review, you can look at your choices, change things, add to it. I enjoyed protecting my money and freed up in a way to live my life without having to worry about it.”

— Doug Flor, CPR Client Since 2010

“We had our annual review and again we’re making money, we’re not subjected to the stock market ups and downs. It’s a huge load off our shoulders”

— Curtis and Donna Reiss, CPR Client Since 2010

“Crash Proof Retirement® means a feeling of security, I just have peace of mind knowing that what I’ve earned isn’t going to disappear, and there is still the possibility of gains and if not I have an annual review, I can make changes.”

— Rochelle Porto, CPR Client Since 2014

“Every year, I can assess my money, change direction. We are very happy with the interest we got this year. There is no charge whatsoever for any services provided.”

— Richard Burt, CPR Client Since 2010

Real People. Real Results.

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