Web Content Viewer

Client Workshops – Retirement Planning

Workshop marketing is a great strategy to generate new prospects and reengage with your clients.

These topics are appropriate for those nearing or in retirement.

Topic/Description PowerPoint Support Materials
Getting the most from Social Security - How your benefits are calculated, options for taking them and strategies to maximize your benefits. MM4787Q
(17 slides)
Hello, retirement! - For those getting ready to retire, discusses estimating retirement expenses and income, paying for healthcare, turning savings into income and creating a spending plan. PT498A
(36 slides;
slide 31 optional)
Medicare: What you don't know and what it could cost you -  Why Medicare planning is a critical component of your retirement plan, the nuts and bolts of Parts A, B, C and D, and  how to make better-informed decisions. MM5944
(24 slides)
Your life and your money in retirement – Highlights strategies and action steps retirees can take to feel more confident transitioning to retirement, and emphasizes the importance of striking a balance between guaranteed and non-guaranteed sources of retirement income. The workshop can be a lead-in to retirement income conversations with your clients. RF2108B
(31 slides)

Note: When using emails, you are responsible for complying with all CAN-SPAM legislation and maintaining your own opt-out database. Using these emails constitutes your agreement to follow our terms of use (BB10937) (PDF). Any content additions in the invitations that are not part of the compliance-approved presentation will need to be submitted separately for compliance review.


Small Banner Web Content Viewer