Clients need help planning and
outlining their goals for a comfortable and fulfilling retirement. The Plan
for Living Presentation was developed to outline some major risks that may
jeopardize retirement income.
Potential action steps are
identified with the help of targeted questions and practical worksheets for the
clients to complete. The Plan For Living Workbook helps lay the
foundation for better planning discussions, data analysis, asset gathering and
financial product sales including LONG TERM CARE insurance, LIFE
INSURANCE and ANNUITIES.
The main retirement risks that
are addressed:
- Running out of money
- Unexpected health-related costs
- Leaving loved ones unprepared
- Cost of long term care
- Retirement withdrawal strategy
- Social Security Benefits
Want more information on how to use this system to conduct
compelling interviews? Call us at 1-866-225-1786 to learn more.
No comments:
Post a Comment