New Clients

If you are visiting this site and are not yet a client but would like help exploring your plan options, I encourage you to connect directly with RetireMed. They provide personalized, no-cost guidance to help you find the plan that’s right for you.

You can get started in one of two ways:

1. Online Form – Complete the request for information here: www.retiremed.com/broker-referral
       (Please enter my name, Lori Lipton, as the referring agent). RetireMed will then reach out to you to learn more and schedule an appointment. 
2. Phone – Call RetireMed’s dedicated referral line at 937.240.4458 and tell them Lori Lipton referred you.

I am so grateful for the opportunity to have been your trusted advisor. I am confident that RetireMed will provide you with the same care and support that I’ve always strived to deliver.

With gratitude,
Lori Lipton