I graduated from Texas Wesleyan University in May of 2000 and have been in the business world ever since. I am blessed with a wonderful wife and two amazing daughters.
As a broker I specialize in senior retirement solutions regarding Life, Health and Long-Term Care Insurance, as well as Fixed & Equity-Indexed Annuities from many of the country’s top rated insurance carriers. I take pride in treating all of my clients with the respect, honesty and integrity that they deserve.
CONTACT CHASEN TODAY
If you have any questions about our plans or Medicare in general, give Chasen a call. He'll be glad to
offer useful information, insights, and advice.
PHONE (833)427-2689 firstname.lastname@example.org chasensmith.myasbagent.com
Retirement Advisor &
My primary practice encompasses helping people
transition from the accumulation phase to the distribution phase of their
Guaranteed rate, tax deferred
alternative to lower-rate, taxable Certificates of Deposit. Designed to
accumulate money for retirement, while reducing your taxable income. Allows
for partial annual withdrawal, lifetime income or lump-sum withdrawal at
The process of setting aside funds to
provide deferred income benefits at retirement.
• IRA • ROTH IRA
• Rollover IRA • SEP
The process of helping individuals prepare
for retirement’s transition from asset accumulation to income generation
and asset distribution.
• Guaranteed Lifetime Income
• Pension Maximization/Pension Protection.
The process of assisting an individual to
care for loved ones in the event of a catastrophe and/or transferring risks
by ensuring lifestyle continuation and asset protection.
• Major Medical / Health Insurance /
• Mortgage & Income Protection
• Retirement Supplements
• Non-Qualified Deferred Compensation
The process of helping individuals
articulate, create and implement an end-of-life plan that is consistent
with their values and final wishes. Extends peace of mind well beyond the
benefits of a will and life insurance.
• Express wishes & share precious
• Prevent family feuds
• Pass on family values
Medicare Planning / Health
The process of explaining to
individuals the Medicare program and associated supplemental services
designed to decrease financial risks associated with medical costs.
• Medicare Supplement
• Part D Prescription Drug
• Funeral / Final Expense
• Long-Term Care / Asset-based
• Lump-Sum Cancer
• Medicare Advantage
The process of arranging your
financial affairs so that your wealth will be distributed according to your
wishes after your death and to avoid undue taxation.
• Intergenerational Wealth
• Estate Tax Reduction Strategies
• Family & Asset Protection