RetireFlo

Check out our awesome video highlighting RetireFlo’s features! Get to know your clients on a whole new level! By simply sending your personalized URL, you can capture everything you need to know about your clients and prospects in advance of your meeting. -Scope of Appointment -Permission to Contact -Lists of Drugs, Doctors, Hospitals, and Pharmacies!

One of the privileges of starting a business is the risk, stepping outside of your comfort zone and trying to make something that improves people’s day to day lives. Investing our own money and time to protect seniors and agents has been worth the risk. What makes it even better is getting the chance to work with your friends and family. Couldn’t be more thankful for our team Scott Miller Miles Miller Davis Root Logan Davis Brad Browning Richard Giang Wanted to share this image of our Friday standing meeting and what was happening when I showed up 10 mins late. ?????????? Best of luck this AEP, we are here for you, and RetireFlo is just getting started, wait till you see what we have coming next!!!

RetireFlo on ConnectureDRX platforms: Gather drug, pharmacy, doc and hospital data, permission to contact, and scope of appointment

Team RetireFlo was on the ROAD last week! Dalton Miller and Miles Miller went to 4 agent events in 3 days! ??Florida Retirement Group AEP Kickoff in Maitland, FL ??NABIP Florida with our friends Amanda Brewton, Julie Parks, LUTCF, Mitchell E. Stein, Thomas Drapala, RSSA ??Atlanta, GA with our friend Edward Matias and the Secure Choice Marketing/ Gordon Marketing Team ??Capped it off with Robert Brzyski/Angela Palo/Robert Valincius/Jeff Palo/Jason Schmittgens at the Pinnacle Financial Services, Inc. Championship Series at MetLife Stadium in New Jersey!

Our Chief Strategy Officer Scott Miller penned a fantastic article giving agents a real and actionable game plan for the 2025 AEP. Read Below and Share!

Today, we highlight RetireFlo, a valued sponsor of the Pinnacle Championship Series! Join us for 3 Days, 3 Cities, Unlimited Opportunities. Don't miss your chance to connect and grow! #PinnacleChampionshipSeries #SponsorSpotlight Register here: https://lnkd.in/eaE-Utr2

Learn how RetireFlo can help you during this AEP! Full video on youtube: https://lnkd.in/eREnAs_V

It might be summertime (and I’m taking full advantage of it), but I’m in full planning mode for Open Enrollment season. It’s been busy around here! ? AHIP compliance training ? Carrier certifications ? Continuing Education credits ? Insurance License renewed ? New workstation set up for my assistant ? Making automation upgrades to streamline my business (shout out to RetireFlo) This will be an Open Enrollment season like no other. To all of my referral partners, thank you for your continued support and trust in me. It’s only up from here!

RetireFlo led by Dalton Miller will help a tremendous amount of agents and agencies solve an unbelievably cumbersome problem! If you haven’t met with Dalton, you will be very impressed with his vision and tenacity. He will help a lot of people. Comment “retireflo” below if you want info on RetireFlo!