Educational tools you need to succeed
It’s estimated around 10,000 boomers will turn 65 each day until 2030.1 And from 2012-2014, around $1.3 trillion was available for rollover from retirement savings plans – a third of which transferred to competitor retail plans.2 That’s a lot of “money-in-motion” and represents a great opportunity for financial advisors to reach out to retirees who might need help creating a financial plan for their retirement.
How to effectively work your book of business
Relationships are what help your business grow, so knowing how and when to reach out to clients is important. That’s where our Working your book kits can help.
Designed to help you identify and serve the needs of your clients in various aspects of their financial life, our suite of Working your book kits can help you build more business in less time. Each kit addresses a common client need, and includes business strategies, marketing materials and client educational materials.
By providing your expertise as clients face ongoing financial challenges, you’ll be able to build their trust and solidify your relationship.
- Annuity Reviews - RF1423K
- Beneficiary Planning - RF1418
- Client Referrals - RF1416K
- Life Events - RF1611K
- Retirement Income Planning - RF1813K
- Social Security Planning - RF1871K
- Required Minimum Distribution (RMD) Planning - RF1877K
1 Pew Research Center
2 LIMRA Secure Retirement Institute, The Retirement Income Reference Book 2015