TIMES CHANGE!

TIMES CHANGE!

IT'S IMPORTANT TO KNOW WHEN THEY DO!

We can unlock your client's CURRENT 401k. Any company, Any reason, Any age, No penalties and No taxes and your client still receives their employer's match!

Are your clients prepared for mandatory healthcare costs in retirement? The Income Related Monthly Adjustment Amount (IRMAA) can be a costly obstacle for retirees who happen to be earning "too much income" while enrolled in Medicare.

As their advisor, you could be held liable for failing to help them adequately plan for these future healthcare costs. Through the Retirement Protectâ„¢ Healthcare Planning Software from Jester Financial Technologies, we will arm you with the knowledge and training you need to help your clients protect their financial well-being, all while documenting your own due diligence.

Through training materials and software, informative videos, and expert industry speakers, Cee Way connects you with programs to teach new skills, guide you through bussiness planning, and share new strategies to help you and your clients achieve the best financial outcomes in any situation and market.


Consulting Services

DMW Consulting

Navigating the changing regulatory conditions of the financial service industry is easier when wholesalers & advisors work together as trusted partners. With tools designed to find relevant and meaningful opportunities, Cee Way Marketing is ready to help you grow your practice in new and exciting ways.


Tools & Products

Retirement Protect

Cee Way Marketing is the National distributor for the Retirement Protectâ„¢ Healthcare Planning Software. This software helps advisors identify and plan for future healthcare cost issues years in advance, saving your clients hundreds of thousands in unplanned costs and protecting their social security income.

Subscribe to WealthWatch

$50/YEAR Foundation

$700/YEAR Premier

Subscribe to DMW Consulting

$299.00 Fundamentals

$299.00 Level 1

Download Retirement Protect

$99.00 Monthly

$849.00 Annually

LICENSING & APPOINTMENTS

Contact us for more info about becoming appointed or licensing with Cee Way Marketing.

CONTACT CEE WAY MARKETING

Please contact us via phone or email if you have any questions and we will get back to you as soon as possible.

1.208.231.7080
info@ceewaymarketing.com
1108 N Cole Road, Boise, ID 83704
United States of America

Cee Way Marketing was founded by Craig Cheney and Terri Hembree. Our goal is to restore trust-based partnerships in the financial services industry by resetting the relationship between wholesalers and advisors.