About Mary
Hi, I am Mary.
I am an independent retirement planner for federal and postal employees, based in Daytona Beach, in Volusia County, Florida. My work is teaching people their own benefits, then building a plan around their lives.
Elite Federal Partners
Mary Pretorius
Founder
Daytona Beach, Florida
How I came to this work
I started in this business after the 2008 crash, helping families with mortgage protection. Again and again, I watched people learn too late that the mortgage insurance they had paid for protected the bank, not them.
From there I moved into Medicare, and then into the work that became my calling: federal and postal employees. For years I drove up to 140,000 miles a year, walking into the back of post offices and federal buildings to meet people where they work.
I saw how much they gave to their jobs, and how little anyone had explained about their own benefits. That is still why I teach first.
“Their peace of mind and their family well being are at the heart of my work. I want to know the people they love and give them the opportunity to know me, too.”
How I work
- Rapport first. I get to know you, and the people you love, before we talk about anything else.
- Education always. You will understand each option before you decide anything.
- No pressure. You decide in your own time. I will never rush you.
- As many conversations as it takes. One review or five, you are never billed.
How I get paid
Through the companies I represent. You are never billed for a review or any service.
Insurance companies pay agents like me a commission when a client chooses one of their products. If you decide nothing is right for you, that is fine, and you still owe nothing.
Faith and family
I am originally from South Africa. Faith and family sit at the center of my life and my business, and many of my clients have met my children and my parents.
Credentials
- Certification
- Certified Federal Retirement Consultant (FRC) through FFEBA, the Federation of Federal Employee Benefits Advisors
- Licensed
- Licensed insurance agent in 24 statesSee the states
- NPN
- 17978519
- Florida resident license
- W328339
- In business since
- 2016
- Based in
- Daytona Beach, Volusia County, Florida
One hour. Your whole retirement picture. Free.
Free. No cost, no pressure, never billed.
