Our Compensation Structure:
*Flat Fee
The Golden R Group is purely providing overall strategy coaching and consultation on how to create and protect one’s lifetime income stream as an Insurance Producer Only. This is accomplished mostly by providing a personalized and very detailed recommendation on exactly what percentage of assets is needed to secure for future income or income now in an annuity.
Annuities are insurance contracts that pay the agent a commission either a onetime up front percentage of the premium or with an annual trail for a certain amount of time. The insurance company chosen by the client pays the agent the commission not the client in this circumstance. The percentage the agent receives varies based on a multitude of factors such as age of the client, amount of premium and the percentage the carrier has pre-contracted to pay based on that specific product. The range of commission could be as low as 1% or as high as 8% in rare cases.
Acting as an Insurance Producer Only MEANS that any agent of “The Golden R Group” IS NOT an IAR or providing asset allocation or advice on investment management assets or such retirement accounts. We will be providing defensive strategies and tactics only and will provide the client a personal referral (at no fee to the client) to a qualified wealth management advisor or will work with the client’s current advisor as they will be providing fiduciary wealth management advice on the assets not placed into an insurance based product or annuity with The Golden R Group.
Despite the overall team approach - Jason and The Golden R Group make it very clear and transparent that there are no fee arrangements or kickbacks of any kind for providing wealth advisors access to future client opportunities.
Our philosophy and goals are very simple: When you focus and protect your current and or future income stream first, you give yourself the opportunity to invest with impunity.
Therefore, when working IN conjunction with The Golden R Group you achieve a pure holistic approach with developing your comprehensive Retirement Income Distribution Strategy as you will have access to an advanced planning team with top tiered defense and offense capabilities.
And when this is done correctly and efficiently you will be able to rest assured knowing you have reached your riches towards your Golden Retirement!
*This fee potentially could be waived partially or in full based on the scope of the work done with regards to assets rolled over onto our annuity platform.