Schedule Your Virtual Appointment Today!

Crash Proof Retirement® Virtual Appointments

  • Appointments are available nationwide via phone and easy-to-use video conferencing.
  • Scheduling a virtual appointment is easy:
    • Call 1-800-722-9728 and speak to one of our Scheduling Team Members.
    • Fill out the “Request Appointment” form on this page and click Submit. If during business hours (9a-5p EST), we will call you within an hour. If you submit after hours or on the weekend, we will contact you the next business day.
  • Receive all the benefits of a Crash Proof Retirement® Education from the comfort of your own home.
  • Using Microsoft Teams™, our licensed professionals will educate you on:
    • Guaranteed principal protection without market risk or fees.
    • Lifetime Long-Term Care / In-Home Care protection without annual premiums.
    • Ending Required Minimum Distributions, even if you are 72 or older.
    • Receiving up to a 95% tax-free income and/or tax-free IRA, if you are 59 1/2 or older.
    • Initiating and receiving a Guaranteed Income Stream while increasing your asset base.
  • Crash Proof Retirement® licensed educators can be reached from anywhere in the country. 
    • Share documents securely with our licensed educators to establish financial goals and identify areas of financial concern
  • Complete the Crash Proof Retirement® Educational Process at your own pace.
    • Typically, the process includes three appointments, however, our team will accommodate additional appointments to ensure your complete understanding of how the Crash Proof Retirement® System works.
  • Join the thousands of Crash Proof Consumers who now have financial peace of mind in retirement with their own customized Crash Proof Retirement® System.

Request Appointment