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Lifetime Income Strategies Tired of waiting for rollovers? Finished feeding seniors who aren't serious at seminars? There are several problems with most senior seminars available today:
Lifetime Income Strategies is a fresh, new approach to attract and convert affluent retirees into clients. This high-quality, educational seminar will put you above the competition and position you as a trusted financial professional. Today's retirees need your help. They are managing their entire nest egg, not collecting paychecks anymore and have less time to recover from potential mistakes. Many retirees are still using their pre-retirement financial plan that just doesn't fit anymore. Distribution planning can be more complicated than asset accumulation and many retirees don't understand or know who to trust. Lifetime Income Strategies puts you in the right environment at the right time to help them plan their retirement income. The Lifetime Income Strategies seminar addresses retirees biggest financial concern: How to make their money last as long as they do. It examines the retirement income strategies of three couples, one who is aggressive (early retirees), one who is very conservative, and one who has a moderate tolerance for risk. Attendees can relate to one of these couples and see how you can help them implement a retirement income strategy based on their personal situation. This NASD reviewed seminar can be presented in 1 or 2 sessions over 2-3 hours. Your seminar system includes the following system components:
This is a product that you have to see to truly appreciate. For a preview of the seminar materials, click here. |
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Seminars
- Tool Kit - Training
- Brochures - Broker/Dealers
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