Premier 72

    Retirement Resource Center

    Put Your Retirement Puzzle Pieces Together

    Explore practical guides, checklists, and answers to help you prepare for retirement, understand your annuity, and take your next step with greater clarity.

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    Where Are You in the Process?

    Pick the path that matches where you are today. Each guide stands on its own.

    Featured Printable

    Your Retirement Preparation Checklist

    An interactive checklist you can fill in right in your browser, save on your own device, and print to bring to any planning conversation. Nothing you enter is sent anywhere.

    Open the Checklist

    Common Questions

    Quick Answers, Deeper Guides

    What should I gather before I retire?

    A checklist of the timing, income, expense, and account information worth organizing first.

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    What is an income benefit base?

    Why that number on your statement may be a bookkeeping value, not cash you can withdraw.

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    How do I compare income approaches?

    A balanced look at the tradeoffs among different ways to create retirement income.

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    Watch

    Short Explainer Videos

    Brief, neutral walkthroughs of each guide. New videos are added as they are published.

    A short walkthrough of the guides, checklists, and questions in this resource center.
    A neutral explainer on gathering your timing, income, expense, and account information.
    A neutral explainer on the values, credits, and charges that appear on a typical statement.
    A neutral explainer on the questions worth asking before you commit to any income approach.

    About Premier 72

    Who Is Behind These Guides

    Premier 72 is a Chicago firm founded by Asa E. Patterson, Sr. and Sanja E. Noble. The firm works with families and business owners on protection, retirement, and continuity planning, and is the home of The Retirement Bank Method™, an educational planning framework.

    As an independent firm, Premier 72 has access to more than 20 insurance carriers, so conversations can compare options rather than push a single product.

    1016 W Jackson Blvd Suite 705, Chicago, IL 60607 312.883.9114
    Meet the Founders

    Prefer to Talk It Through?

    A Retirement Conversation is a calm, educational review of where you stand and what questions matter most for your situation. No pressure and no pitch.

    Schedule a Retirement Conversation