Client Education Courses
One of the best ways to promote your retirement income expertise is to educate your clients directly. We’ve taken the work out of this by designing the Client “Managing Your Retirement Income” Workshop as one of our Signature Series products. Deliver the workshop to the people who matter most to your business ─ your clients and prospects. They will learn how retirement income planning differs from saving for retirement, and how to make informed decisions. Workshop license includes:
75-90 minute, FINRA-reviewed PowerPoint, complete with audience-interactive calculators
Four-color Course Workbooks and Income Planning Worksheet booklets
Fully-scripted presenter’s guide, easy access online training demo, and MP3 audio download
See an excerpt of the elearning "Train-the-Trainer" course.
See an excerpt of the Client Planning Worksheets for advisor/client use after the workshop.
___________________________________________
What Past Participants of our Client Education Courses Say...
“[It’s] the only course that focuses on the
primary concern of seniors!!”
“[The] worksheets are very helpful for real
situations.”
“Excellent workshop – very informative;
hands-on approach is very valuable.”
"This well-presented rationale for the absolute need for planning."
"I will go back to renew my portfolio and change some items."
"The focus on changing prioritizes in retirement depending on stages of retirement, e.g., early, mid and late retirement."
"Learned 80% more than I knew."
"Articulate, clear and spoke in terms that I could understand."
"Provided multiple areas to think about for retirement. Made me see the need to visit with a financial planner now versus waiting."
"Super!"