Retirement Gold+
“MAKING IT REAL”
How to Get Started and What It Can
Mean Overtime to You
Who is Eligible for Retirement Gold+?
Every individual USPTA certified professional is eligible to
participate in the vendor sponsored program with all of
the supporting companies.
NOTE: To receive contributions from Prince and
Fromuth/Nike, you must be a pro shop owner, director,
or buyer for your clubs pro shop.
The following endorsers will contribute a percentage of EVERY purchase
you make of their products to your Retirement Gold+ account:
Prince- Tour Balls and Play+Stay red/orange/green balls
Prince- Racquets, strings, grips, bags, Play+Stay product, string machines
Fromuth/Nike- $750.00 of Nike footwear and apparel for pro shop
NetKnacks- Trophies, promo items, t-shirts, goodies
10-S Tennis Supply- Nets, court equipment, Aer-Flo Tuffy windscreens
Aer-Flo- Tuffy windscreens purchased through 10-S Tennis Supply
Hop-A-Razzi- Ball hoppers and baskets
Connor Sport Court- 36’/60’ courts, multipurpose courts
2XU- Compression apparel for training
Jeunesse- Nutritional products, drinks, supplements
2.5%
5.0% (must have pro shop)
5.0% (must have pro shop)
3.0%
4.0%
4.0%
5.0%
5.0%
5.0%
5.0%
When Contributions Are Paid
Contributions are made directly to your individual account on a
quarterly basis.
How Do I Access My Account?
Your individual account can be viewed online on your desktop
or your mobile device: site http://www.iscgroup.com. Click on
dropdown box under Account Login and select “My Hilltop
Securities” located on the bottom right hand corner. You will
then be asked to enter your Username and Password
information.
How to Open an Account
Step 1
A.
B.
C.
D.
E.
F.
Go to www.usptaretirement.com
Click on: Click Here For More Information
The Affirmation and Attestation form should open
Print
Fill out the form
Fax back to the USPTA office in Houston
Step 2
A. Upon approval of form, you will receive a call from our office
B. We will discuss with you and email you the required paperwork to open your
brokerage account.
C. Upon completion of the paperwork, you will fax or email it back to our office.
D. Paperwork will be reviewed, and you will be contacted by our administrator.
E. You will be provided additional forms to view your account online (if applicable)
and to make additional contributions to your account.
Step 3
Once your account is officially open, you will be assigned an account number and the
vendors will be notified and YOU ARE IN THE RETIREMENT GOLD+ PROGRAM!
It’s a Good Deal
Vendor Only
$10,000 in Vendor Purchases @ 5%
$500 / Annual
Tennis Pro Contribution
$-0-
Assumed Interest Rate
5%
Value in 20 Years
$18,686.27
For illustrative purposes only to demonstrate mathematical principles. Example does not represent an actual investment and no guarantees are
given or should be implied. Actual results will vary over time.
That Can Be An Even Better Deal
Vendor Only
Vendor + Match
$10,000 in Vendor Purchases @ 5%
$500 / Annual
$500 / Annual
Tennis Pro Contribution
$-0-
$500 / Annual
Assumed Interest Rate
5%
5%
Value in 20 Years
$18,686.27
$36,045.90
For illustrative purposes only to demonstrate mathematical principles. Example does not represent an actual investment and no guarantees are
given or should be implied. Actual results will vary over time.
How to “Ace” Your Retirement
Vendor Only
Vendor + Match
Vendor + $250/Month
$10,000 in Vendor Purchases @ 5%
$500 / Annual
$500 / Annual
$500 / Annual
Tennis Pro Contribution
$-0-
$500 / Annual
$3,000 / Annual
Assumed Interest Rate
5%
5%
5%
Value in 20 Years
$18,686.27
$36,045.90
$122,844.03*
* Income For Life = $7,000 to $7,500 / Annual
Assumes Income starting at age 65, Male, purchasing a Single Premium Immediate Annuity offering a Lifetime income guarantee
(with a guaranteed minimum 20 year payout) based upon interest rates available September, 2015. Actual income will vary based
on the lump sum, payout election, gender and prevailing interest rates.
For illustrative purposes only to demonstrate mathematical principles. Example does not represent an actual investment and no guarantees are
given or should be implied. Actual results will vary over time.
www.USPTARetirement.com
Steve Sandberg
President
Paloma Financial Services
12463 Aviles Circle
Palm Beach Gardens FL 33418
Exclusive Provider of the USPTA Retirement Gold Plan
888-737-4289
Steven J. Sandberg is a Registered Representative of and Securities offered through Institutional Securities Corporation, a Broker/Dealer (Member FINRA &
SIPC), www.iscgroup.com Home Office: 3500 Oak Lawn Ave, Suite 400, Dallas, TX 75219. Advisory services offered through ISC Advisors, Inc. Institutional Securities Corp
and ISC Advisors are wholly owned subsidiaries of ISC Group, Inc. Paloma Insurance and Financial Services & Institutional Securities Corporation are not affiliated
companies and neither firm gives legal or tax advice. Registration as an investment advisor does not constitute a specified level of experience or expertise. Steven J
Sandberg CRD #2137040 & FL Insurance #A231052. We cannot accept buy/sell instructions or other client instructions via email.