Help Us Plan Events You’ll Actually Want to Attend
We’re building better client appreciation events — and your preferences matter.
Tell us what sports you love, your favorite teams, and the kinds of events you’d be excited to attend.
Not a sports fan? No problem. Let us know what you enjoy — from movie nights and casino-style events to live entertainment and more.
The Goal Is Simple
The more we understand what you enjoy, the more thoughtfully we can stay connected throughout the year — in ways that feel natural and meaningful.
We want to hear from you!
Please Take this 30-Second Survey:
- Headquarters:
Fort Myers Office
9961 Interstate Commerce Dr., Suite 160
Fort Myers, FL 33913
(877) 838-8384 - Bonita Springs Office
27911 Crown Lake Blvd., Ste. 247
Bonita Springs, FL 34135
(877) 838-8384 - Venice Office
1500 East Venice Ave., Ste. 301
Venice, FL 34292
(877) 838-8384 - Sarasota Office
1990 Main St., Ste. 750
Sarasota, FL 34236
(877) 838-8384
*Backed by the claims paying ability of the carrier.
**Fixed Index Annuity products can provide a reasonable rate of return over time.
By contacting Donald L. Retallick III, FL Insurance License #P109239 / Retallick Financial Group, FL Lic. #L096591, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.