No Cost. No Obligation. Start Now.
Legacy Planning • Retirement • Family Protection
Independent Broker • Licensed in Multiple States
Serving clients nationwide
Need to talk to someone?
Book a Call / Call Now (252) 376-6561
What Happens When The Market Drops?
One resets. One keeps what it earned. Tap “View Full Size” to zoom.
Enter Some Quick Info To Get Your Quotes
This is for people who want control — not guesses.
If you’re looking for protection, clarity, and a real plan instead of hoping the market cooperates, you’re in the right place.
Working Families
Working Professionals
Business Owners
Pre-Retirement
Robert Palmiter
30+ Years Business Experience
I don’t sell theory or generic advice. I help working professionals see where their plans quietly fail — before it becomes expensive.

If your retirement, emergency cash, or legacy depends on employer benefits or market timing, you don’t have control — you have assumptions.

My job is to replace assumptions with a real-world strategy and clear options that still work when life doesn’t.
What People Discovered After Their Assessment
“I thought my 401k and work life insurance had me covered. The assessment showed me exactly what would break if something happened — and I wouldn’t have seen it until it was too late.”
— Working Professional
Provider clarity & family protection gaps
“The questions made me realize that if an emergency hit, I didn’t actually have liquid cash — just assumptions.”
— Business Owner
Emergency cash & control awareness
“I assumed tax-free growth wasn’t for people like me. The assessment showed me I was leaving control on the table without realizing it.”
— Married Parent
Tax control & legacy planning
Simple. Private. No-Pressure Guidance.

All information on this page is provided for general educational purposes only and does not constitute personal financial, tax, or legal advice. Coverage, eligibility, and benefits are subject to underwriting and carrier guidelines. Product availability varies by state. No guarantees are made regarding outcomes.

This website is not affiliated with or endorsed by any employer, workplace benefits program, or government agency.

© 2025 IULMechanic.com — All Rights Reserved.
IULMechanic.com | r.palmiterlife@gmail.com
What best describes what you’re looking to accomplish right now?