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Business Owner Retirement

Do you know business owners who are planning to use their businesses for retirement? Have they been given a detailed analysis of whether they're on track to meet their retirement income goals? This is where you come in. Use our business owner retirement approach tools to get in front of business owners and talk to them about retirement planning and other business solutions.

Core to this approach is a free, personalized Business Owner Retirement Analysis. It takes into consideration factors affecting your client’s ability to retire when and how they want, including the following:

  • The value of their business
  • Their business transition plans
  • Their current retirement savings and investments

Any gaps or problems identified include recommended solutions. This puts you in a good position to bring value to your clients and drive your sales.

For financial professional use only.


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