The Pension Shield Option
The Pension Shield Option™ is a specialized retirement strategy tailored for first responders, addressing their unique pension and survivor benefit needs. By choosing the higher-paying single-life pension option and supplementing it with a dedicated Private Protection Plan, first responders can significantly boost their monthly retirement income while ensuring their loved ones are financially protected.
This approach offers greater flexibility and control than traditional survivor pension options, allowing first responders to safeguard their family’s future, adapt to changing life circumstances, and leave a meaningful legacy—all while maximizing the value of their hard-earned benefits.
Target Audiences:
- Firefighters
- EMTs
- Police Officers
- Other First Responders
Key Benefits:
- Increases retirement income
- Provides added protection for loved ones
- Offers more flexibility than traditional pension options
- Tailored for first responders’ unique needs
- Supports legacy and survivor benefits
Die Neatly
How to Live a Financially Meaningful Life by Preparing for The Inevitable
Drawing on over three decades of expertise, Jim Lusk shares his wisdom in “Die Neatly,” guiding you through the essential steps to secure a prosperous present and a safeguarded future. This book is your roadmap to overcoming financial challenges and seizing control of your financial destiny. Uncover the secrets to thriving financially with Jim’s proven strategies for living well today and ensuring your legacy tomorrow.
Target Audiences:
- Business Owners
- Private Individuals
- Entrepreneurs
- Government Officers
- State Employees
- NGOs & Charities
Key Topics Covered:
- The 3-part strategy that guarantees you set yourself up to live well and take care of your family
- How to protect your most valuable asset
- How to get a lot more out of your pension program!
- The secret piece of your financial plan… and much more
Money Machines for Life
Maximize Your Human Life Value, Social Security Income, and Defined Benefit Pensions
“Money Machines for Life” serves as an enlightening journey into optimizing your most valuable assets: your human life value, Social Security benefits, and defined benefit pensions. Jim Lusk, with his engaging narrative and expert guidance, demystifies the intricate landscape of financial planning, making it accessible and actionable for all.
This book is a treasure trove of wisdom for anyone—from financial novices to seasoned investors—looking to elevate their wealth management strategies. Under Lusk’s mentorship through these pages, you’ll discover the keys to unlocking informed financial choices, enhancing your asset value, and ensuring a flourishing future for you and your family. Let “Money Machines for Life” be your roadmap to financial empowerment and legacy building.
Target Audiences:
- Business Owners
- Private Individuals
- Entrepreneurs
- Government Officers
- State Employees
- NGOs & Charities
Core Focus:
“Money Machines for Life” goes beyond mere wealth accumulation; it’s a guide to attaining financial serenity and crafting a lasting legacy. This essential read offers the keys to mastering your financial future, providing the motivation and knowledge needed to navigate the complexities of the modern economic environment successfully.
Volume Discounts & Bulk Purchase Options
Maximize your resources when purchasing Jim Lusk’s educational resources for clients, advisors, agencies, or workshops. These professional titles deliver high-value retirement, pension, Social Security, and legacy planning content that positions you as a trusted expert.
Books
Money Machines for Life • The Pension Shield Option™ • Die Neatly
| Quantity | Price per Book |
| 1–9 | $10.00 |
| 10–19 | $8.00 |
| 20–39 | $7.00 |
| 40+ | $6.00 |
All prices plus shipping. Ideal for client gifts, seminar handouts, agency libraries, or lead-generation campaigns.
Retirement Pension Options Booklets
Practical, concise guides for defined benefit pension decisions.
| Quantity | Price per Booklet |
| 1–5 | $5.00 |
| 6–40 | $4.50 |
| 40+ | $4.00 |
All prices plus shipping.
Additional Professional Services
- Pension Option Planning Proposals — Marketing fee to Retirement Nationwide, Inc.: $500 or 20% of first-year commission (FYC). Additional 20% if Jim Lusk participates in a Zoom close.
- Agency Workshops (Human Life Value, Social Security, Pension Option Planning):
- Zoom (1 hour): $1,000 (includes 20 books; additional books $6 each)
- In-Person: $2,500 + travel/lodging (includes 20 books)
Advisor Support Programs
Advisor Lounge Membership — $97/month (or $59/month for NAIFA members through 2026). Access exclusive training, resources, and tools at theadvisorslounge.com.
Contact Jim Lusk to place your order or schedule a workshop:
Jim@RetirementNationwide.com • 509-850-1150
These volume programs make it easy and cost-effective to equip your team or clients with authoritative, practice-building materials while supporting Retirement Nationwide’s mission of professional education. Quantity discounts are available on a per-order basis and combine across titles where applicable. All materials are copyrighted and intended for educational use.