Do you need more of the popular four-color FINRA reviewed Client Retirement Income Planning Workshop Workbooks? Packaged sets of 25 Workbooks are available here.
What customers say:"Provided real-life examples of our retirement benefits in demonstrating how concepts work."
Available in these media formats:
Workbooks only available in print format.
Take a look inside:
See an excerpt from the workbooks your clients will receive during the workshop
Do you need more of our popular FINRA reviewed "Managing Your Retirement Income" Workshop Workbooks? Purchase them here in convenient paks of 25.
The
"Managing Your Retirement Income" Educational Marketing Workshop is a course developed to help retirement professionals determine the best solutions for their clients. The "Managing Your Retirement Income" Workshop Workbook is for advisors to provide to people attending the workshop.
- The presentation slides are recapped, helping attendees implement what they've learned in the workshop.
- The Action Plan and key planning worksheets within the booklet are designed to jumpstart the planning process.
- The workbook helps advisors be more productive when serving the middle mass and middle affluent markets.
Here's what you'll gain:You will receive a package of 25 individual four-color workbooks
(see excerpt here), each containing:
- 30 pages of the slides in the presentation with space for notetaking
- Individualized worksheets that break down the retirement planning process:
- Worksheet A: Identify and Manage Retirement Risks
- Worksheet B: Monthly Income Need
- Worksheet C: Income Sources and Gaps
- Worksheet D: Retirement Savings Available to Fill Gaps
- Worksheet E: Identify Options for Addressing Gaps Worksheet
- Worksheet F: Income Conversion Trade-off Evaluation
- Action Plan for 'Managing Your Retirement Income"
See what others who have used this product are saying: 
"[The] worksheets are very helpful for real situations." ... "I would have liked to have seen this five years ago!" ...
"Provided things to think about that I had not previously considered."
Gather, reposition and retain retirement assets with retirement income planning proficiency. Schedule a "Managing Your Retirement Income" Workshop today!
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you find that you need to return this merchandise please see our refund policy.
SKU: 04InFRERIMClientWrkbkPRINT09
