Wake Up Financial And Insurance Services Inc. Seeks Engagement From Pre-Retirees


Marc Sarner, president of Wake Up Financial and Insurance Services Inc. (www.wakeupretirement.net), wants to reach the droves of baby boomers, many of whom are ill-equipped for retirement.

On his website are multiple resources for getting pre-retirees and retirees started, especially those who are uncomfortable about their portfolio.

Four in 10 baby boomers have no retirement savings and only 27 percent are confident that they’ll have enough money to last through their retirement, according to the Insured Retirement Institute. And, nearly 70 percent of boomers have no defined pension plans.

“Just because you’re already retired doesn’t mean you have a firm grasp of your retirement funding, or that it’s working at an optimal level,” Sarner says. “Perhaps what I fear most of all are those who have a deep aversion to confronting this issue because, in their minds, they don’t know where to begin.”

In order to hurdle the sometimes high wall of aversion, Sarner and his team at Wake Up have implemented various tools for engagement. One of them is a downloadable guide for learning 10 important variables to consider as pre-retirees and retirees create a sound retirement income strategy for the days ahead. The guide covers the range of variables to consider when trying to create or reform a portfolio, including Social Security, creating an income stream, outlining a schedule during retirement, heath care and the various financial products available.

Also on the site’s resource page are calculators for Social Security benefits and inflation, which can affect retirement income significantly in the long term.

“Again, these resources are helpful tools for engaging folks who may be in the beginning phases of seeking help in affording retirement,” Sarner says. “Of course, there are the ‘D.I.Y.’ individuals who know plenty, but want to know more. Laws change and understanding how to adjust one’s portfolio can be tricky, too.”

About Marc Sarner

As president of Wake Up Financial and Insurance Services, Inc. (www.wakeupretirement.net) for nearly two decades, Marc Sarner provides retirement solutions for retirees and pre-retirees that focus on reducing taxes, increasing income and managing risks. He earned his Bachelor of Business Administration from California Polytechnic State University.