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Our Approach

Our approach has evolved over Markman Group's 30+ years as a retirement solutions market veteran. Markman Group is a large, established company inspired to redefine retirement in a way that appropriately deals with the problems of those retiring—financial security, health care needs, and legacy transfer issues.

Our representatives are uniquely trained to educate, assess, and assist in finding and implementing a retirement security plan tailored for those approaching retirement or already retired. The professionals who associate with Markman Group are trained to provide:

  • Sound direction
  • Meaningful advice
  • Empowering knowledge

Our approach delivers…

  • New comprehensive resource. Creates a more realistic retirement solutions and a different outlook about retirement.
  • Education about true retirement risks. Learn about the distinction between investments and savings which helps sort out retirees' financial picture in distinguishing between safety and growth of assets versus investing with risk.
  • Process of value. Retirees will know what to expect upfront when meeting with one of our representatives. We are confident in our process and message and thus sales pressure is not required.
  • Retirement planning experience. The learning experience will dispel many myths, resolve issues, and reduce anxiety about the future for retirees.
  • Solutions with integrity and vision. Our solutions for the people who need help are delivered through a process which garners trust. The consumer can trust in the process; it's proven effective and results in appropriate, suitable recommendations.
  • Access to competency. Our representatives offer sound direction and meaningful advice.

Our approach addresses the key retirement risks—comprehensively

  • Protection of assets (safety of savings)
  • Growth of assets
  • Income stream for a lifetime
  • Health care expenses
  • Erosion of assets' value due to changing economics

New dynamics and a changed environment since the turn of the 21st century are creating opportunities to serve the needs of current and upcoming retirees. Education for the professional marketing products and the retiree or pre-retiree client is a critical element in Markman's approach.