At Retirement Nationwide, Inc., we understand that top-performing advisors thrive when they have access to proven tools, battle-tested strategies, and ongoing professional development. The Advisors Lounge is our private hub designed specifically for financial advisors, insurance professionals, and retirement planning specialists who want to elevate their practice, better serve their clients, and grow their business with confidence.
Whether you specialize in retirement income planning, pension maximization, life insurance, or legacy protection, you’ll find high-value resources here that complement your existing toolkit and align with the core principles outlined in Jim Lusk’s books — Money Machines for Life, Die Neatly, and The Pension Shield Option™.
Advisors Lounge
Educational resources for people looking to expand their knowledge in the financial planning world.
Why Advisors Join The Advisors Lounge
- Access cutting-edge retirement and protection strategies developed over 40+ years of real-world client implementation.
- Differentiate your practice with specialized knowledge on Human Life Value, Social Security maximization, Defined Benefit Pension optimization, and private protection plans.
- Stay ahead of industry shifts with practical, actionable content that addresses today’s most pressing client concerns — from pension survivor options to legacy preservation.
- Build stronger client relationships by delivering sophisticated, needs-based solutions that go far beyond basic financial planning.
Key Resources Available in The Advisors Lounge
1. Pension Maximization & Protection Strategies
Learn advanced techniques for helping clients make optimal decisions at retirement, including:
- Choosing the right survivor benefit options vs. implementing a Private Protection Plan (Pension Shield Option™)
- Maximizing take-home retirement income while protecting spouses and legacies
- Real-world case studies and X-ray analyses from The Pension Shield Option™ and Retirement Pension Options(2026 Edition)
2. Human Life Value & Defensive Financial Planning
Master the concepts from Money Machines for Life and Die Neatly:
- Calculating and increasing Human Life Value
- Life insurance as your client’s “Last Love Letter”
- Integrating disability and long-term care protection into comprehensive plans
- Building “guardrails” that allow clients to live more freely and abundantly
3. Social Security & Defined Benefit Pension Optimization
Practical frameworks to help clients:
- Maximize lifetime Social Security benefits
- Coordinate pensions with other retirement “money machines”
- Avoid common pitfalls in spousal and survivor planning
4. Advisor Development Tools
- Training modules and presentation materials based on Jim Lusk’s proven methodologies
- Client-ready educational content and book excerpts
- Marketing ideas to position yourself as the local expert in retirement pension planning
- Opportunities to collaborate with Retirement Nationwide’s team, including access to Jim Lusk and experienced directors
Who Should Join The Advisors Lounge?
- Independent financial advisors and CFP® professionals
- Insurance agents focused on retirement and estate planning
- Career agents and managing partners building high-performing teams
- Advisors serving public safety professionals, educators, and other defined benefit plan participants
If you’re committed to delivering exceptional, holistic advice and want to leverage decades of specialized expertise, The Advisors Lounge is designed for you.
RN Partner Annual
- Discounted Annual Price! Get two months for FREE!
- Full Access to the Pension Option Planning Mastermind Series
- Full Access to the Life Insurance Mastery Coaching Series
- Full Access to Webinar recordings for ongoing training
- Joint Work Opportunities
- 30% Off All products and services
- Custom Pension Options Proposals and “X-Rays” – 20% Commission Split
RN Partner - Monthly
- 12-month commitment
- Full Access to the Pension Option Planning Mastermind Series
- Full Access to the Life Insurance Mastery Coaching Series
- Full Access to Webinar recordings for ongoing training
- Joint Work Opportunities
- 30% Off All products and services
- Custom Pension Options Proposals and “X-Rays” – 20% Commission Split
None RNW Ameritas
- 12-month commitment
- Full Access to the Pension Option Planning Mastermind Series
- Full Access to the Life Insurance Mastery Coaching Series
- Full Access to Webinar recordings for ongoing training
- Joint Work Opportunities
- 30% Off All products and services
- Custom Pension Options Proposals and “X-Rays” – 20% Commission Split
Ready to Elevate Your Practice?
The Advisors Lounge is currently available to qualified professionals.
Request Access Today — Simply complete the short form below, and a member of our team will contact you promptly to discuss your practice needs and grant you entry to this exclusive resource center.
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Contact Us Directly:
Jim Lusk, CFP®, CLU®, ChFC®, M.Ed.
President, Retirement Nationwide, Inc.
Email: Jim@retirementnationwide.com
Additional Inquiries:
Aaron Hill – California & Idaho Director
Kristi Scott – Washington Director
Les Marsh – Montana Director
Noah Taylor – Minnesota Director