page contents
The Retirement Academy

Monthly Pay

Become a Founding “Academian”

(No-Risk Trial for the 1st 14-days!)

Below is the registration form for paying on a monthly basis.  You can “Upgrade” to Annual-Pay later on if you like.

By signing up prior to July 5th, you get the “Founding Member” discount.  Which means, all 6 modules are included in the below price!

Benefits Include

  • Become a Founding Member!  For signups prior to July 5th.
  • 14-Day Trial Period
  • “Founding Members” get unlimited access to all 6 member-modules. Note: For signups after July 5th, this pricing would only include 5 modules.
  • Over 250 training videos, 50 articles and whitepapers, and other subject matter expertise.
  • Two weekly emails. One email with content across all six modules, and the other email as a review of the additions from the prior week.
  • Monthly Academy Webinars.
  • Access to the annuity and life insurance electronic “flipbooks”. These are Charlie’s “Napkin Diagrams” that you can use with your clients to demonstrate concepts. They are also accompanied by videos of Charlie demonstrating the conversation at the client level.
  • Social Media content customization (certain limits apply).
(Courses with testing will be coming soon!)