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Retirement
Planning Today®
The
quality you want. The flexibility you need. This NASD reviewed seminar
is a compliance-friendly money maker!
No
other retirement planning seminar system on the market offers all of
these benefits to the financial advisor:
- Combines
life planning with financial retirement planning
- A comprehensive
seminar that can be separated into modules
- Comprehensive
– Can be presented in 2 or 3 sessions over 6-7 hours
- Modular
– Choose from 8 sections to create a customized presentation
- Affordable
initial licensing fee and updates
- Low
cost workbooks that are professionally written and designed
- Can
be marketed to the general public or through employers
The course
outline is listed below:
- Section
1 – Life Planning for Retirement
- Section
2 – Retirement Needs & Expenses
- Section
3 – Retirement Roadblocks & Mistakes
- Section
4 – Retirement Income Sources
- Section
5 – Retirement Plan Distributions
- Section
6 – Investments
- Section
7 – Risk Management (Insurance)
- Section
8 – Estate Planning
Your seminar
system includes the following system components:
Seminar
Presentation Materials
- PowerPoint
Presentation used to deliver the seminar (electronic files)
- Seminar
Script used for rehearsal and presentation (printed material)
- Four
Attendee Workbooks (printed material)
Marketing
Materials
- Worksite/Seminar
Marketing Manual (printed material)
- Public
Seminar Marketing Manual (printed material)
- Marketing
Materials Templates (electronic files)
- Decision-Maker
PowerPoint Presentations (electronic files)
Click
here to compare our product to the competition!
This is
a product that you have to see to truly appreciate. For a preview of
the attendee workbook,
click here.
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