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A woman and a man in their sixties holding a forearm plank on exercise mats in a bright living room

A Simple First Step

Start With a Few Questions.
Find Out What May Fit.

Not sure which direction makes sense for you? Start with a short five-to-seven-question qualification survey. It helps us understand your situation, interests, and whether a conversation may be appropriate—without committing you to anything.

If your responses indicate a potential fit, you’ll be guided to schedule a complimentary consultation through Calendly.

Prefer to talk? (708) 401-7574

Book your free consultation

Explore Your Options with Troy in 2 Simple Steps

Complimentary 10–15 minute consultation. No pressure, no obligation.

  1. Step-01 · Now

  2. Step-02 · Next

All four fields are required. No wrong answer — this just helps Troy prepare.

By submitting, you agree Troy may contact you by phone or email about your consultation. No spam — your details are only used to schedule it. See our Privacy Policy.

The Process

How It Works

  1. 01

    Answer a Few Questions

    Tell us a little about your age range, location, interests, and financial context.

  2. 02

    Review Your Next Step

    Your responses help determine whether the current conversation may be appropriate.

  3. 03

    Schedule a Conversation

    If you appear to fit the documented criteria, you'll be directed to Calendly to choose a consultation time.

IS THIS CONVERSATION RIGHT FOR YOU?

A Starting Point for the
Right Conversation.

The qualification process is designed around a specific audience and service availability. Before you begin, here are the general criteria used to determine whether this conversation may be appropriate.

  • 01 — AGE

    Generally Designed
    For Ages 50–75

    The current qualification flow is designed primarily for pre-retirees between the ages of 50 and 75.

  • 02 — MONTHLY COMMITMENT

    Comfortable With
    at Least $300 Per Month

    The current qualification criteria include the ability to comfortably commit $300/month for at least 12 months.

  • 03 — LOCATION

    Located in a
    Licensed State

    Services and product conversations are limited to states where the appropriate licensing and availability requirements are met.

  • 04 — UNDERWRITING

    Eligibility Is Determined
    by the Carrier

    Meeting the preliminary qualification criteria does not mean you are approved for coverage. Final eligibility depends on carrier underwriting and individual circumstances.

These criteria are intended to help determine whether the current conversation may be appropriate. They do not guarantee eligibility, approval, coverage, pricing, or any particular product outcome.

BEFORE YOU CONTINUE

A Few Important Details.

The qualification survey is intended to help determine whether a conversation may be appropriate based on the information you provide. It is not an application for insurance and does not constitute an underwriting decision, financial recommendation, tax advice, or legal advice.

Information submitted through the survey may be used for follow-up and may be routed through the applicable CRM and scheduling systems.

Product availability and eligibility vary by state, carrier, policy terms, and individual circumstances. Carriers are responsible for underwriting and final eligibility determinations.

No survey result guarantees approval, eligibility, coverage, pricing, benefits, income, tax treatment, or any other financial outcome.

SURVEY QUESTIONS

Let's Start With the Basics.

Answer a few questions so we can better understand what you're looking for. There are no right or wrong answers.

Availability varies by state and licensing requirements.

This helps us understand the context of your questions.

This question is used as a preliminary qualification guideline. It is not a recommendation or determination of affordability.

Having a 401(k) is not required to qualify for a conversation. This question simply helps provide context.

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NEXT STEP

Let's Find a Time to Talk.

Based on your responses, you may be a fit for a conversation with Roddy Life Planning Group.

Prefer to talk? (708) 401-7574

Important Disclosure

Scheduling a consultation does not guarantee product approval, eligibility, coverage, pricing, or any particular financial outcome. Final eligibility and underwriting decisions are determined by the applicable carrier.

ALREADY A CLIENT?

Need to Speak With Us Directly?

If you're an existing client and need assistance, you can contact Roddy Life Planning Group directly.