How RetireNorthTexas works
Three steps. No cost. No obligation to buy anything. Here is exactly what happens after you submit your information.
Tell Us About Your Situation
Answer a few short questions about your age, savings and retirement income goals. It takes about two minutes and there is no cost or obligation.
Get Connected With a Licensed North Texas Advisor
We route your information to a licensed Texas annuity and retirement-income advisor serving the North Texas / DFW area. No call center, no bidding war for your information.
Talk It Through, No Pressure
The advisor calls to understand your goals and walk you through whether an annuity fits, and which type, if any. You decide. There is never an obligation to buy anything.
Step 1: You tell us about your situation
The short form asks for your age range and roughly how much you have in savings, IRAs, 401(k)s or investment accounts (not your home equity). That is enough for a licensed advisor to know whether a conversation is worth your time before anyone picks up the phone. We do not ask for account numbers, Social Security numbers, or anything beyond basic contact information.
Step 2: We connect you with one licensed North Texas advisor
Your information goes to a single Texas-licensed annuity and retirement-income advisor serving the North Texas / DFW area, currently FIRM NAME PLACEHOLDER. This is not a lead auction where your information gets sold to five different companies that all call you the same afternoon. It is one relationship, with one advisor, who is paying us a referral fee only if that relationship leads somewhere.
Step 3: You talk it through, with zero pressure to buy
The advisor will call to understand your goals, your timeline, and what else you already have in place, Social Security, a pension, other investments, before saying anything about a specific product. If an annuity does not make sense for your situation, a good advisor will tell you that directly. If one type does make sense, they will walk you through the real numbers, the guarantees, and the trade-offs, in plain language.
What we do not do
- We do not charge you anything, at any step.
- We do not sell your information to resold lead lists or call centers.
- We do not pressure you into a decision on the first call, or any call.
- We do not claim to have "matched" you with hundreds of advisors. You are connected with one, real, licensed advisor.
How we make money
We are paid a referral fee by the licensed advisor, and only if you choose to move forward as their client. You never pay us directly, and nothing about the advisor's licensing, fees or product disclosures changes based on how you found them.