Client education

Your clients will benefit immensely by learning what they can do to make informed decisions about their financial futures, and they will credit you with their success. Satisfied clients are the very best acknowledgment of the service you provide.


We've done the research and the background work to provide you with all you will need in vetted and validated education resources such as online interactive calculators, elearning and workshops that focus on what your clients need to know about managing their retirement income.


What's the most effective way to market your skills? Teach a workshop! Our Signature Series workshop below receives rave reviews both for the on-point information they deliver, and for the presenters whose knowledge and experience they showcase. Be a presenter, share your expertise, and demonstrate your mastery of retirement income management!


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Client "Managing Your Retirement Income" Educational Marketing Workshop

Client "Managing Your Retirement Income" Educational Marketing Workshop

Increase your clients’ and prospects’ confidence in, trust of, and respect for your services by providing objective, application-oriented education for making informed retirement income decisions.
$995.00
Client Retirement Income Planning Worksheets - 25 pak

Client Retirement Income Planning Worksheets - 25 pak

Need client income planning worksheets that help you gather, reposition and retain retirement assets? These FINRA-reviewed worksheets provide a proven process to productively identify and document suitable solutions that meet your clients’ needs.
$125.00
Client Retirement Income Planning Workshop Workbooks - 25 pak

Client Retirement Income Planning Workshop Workbooks - 25 pak

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.
$225.00
Employee "Controlling Your Financial Future" Workshop Workbooks - 25 pak

Employee "Controlling Your Financial Future" Workshop Workbooks - 25 pak

Have you already licensed the Controlling Your Financial Future Workshop and need more workbooks? Packaged sets of 25 are available. You save when you buy more than one!
$225.00
Employee "What You Need to Know About Managing Your Retirement Income" Live Workshop License

Employee "What You Need to Know About Managing Your Retirement Income" Live Workshop License

Designed for the employer market, you'll teach participants what they need to know to make informed decisions about when to retire, when to take Social Security, and their options taking distributions from their retirement savings.
$795.00
Employee "What You Need to Know About Managing Your Retirement Income" Workshop Workbooks - 25 pak

Employee "What You Need to Know About Managing Your Retirement Income" Workshop Workbooks - 25 pak

Have you already licensed the What Your Need to Know About Retirement Income employee workshop and need more workbooks? Packaged sets of 25 are available. You save when you buy more than one!
$225.00
FREE Demo Client Retirement Income Planning Worksheets

FREE Demo Client Retirement Income Planning Worksheets

Need more client retirement income planning worksheets? These FINRA reviewed booklets provide a process for guiding clients in making informed retirement income decisions.
$0.00
FREE Demo Client Retirement Income Planning Workshop Workbooks

FREE Demo Client Retirement Income Planning Workshop Workbooks

Free demo of four-color Client Retirement Income Planning Workshop Workbooks (FINRA reviewed).
$0.00
FREE InFRE RetirAwareness Quiz TM

FREE InFRE RetirAwareness Quiz TM

Begin securing your financial future by increasing your retirement financial literacy. The InFRE® RetirAwareness Quiz(tm) assesses your level of personal retirement literacy for making informed retirement decisions over each phase of your career.
$0.00
Retirement as a Time to Reinvent, Rewire and Renew Elearning

Retirement as a Time to Reinvent, Rewire and Renew Elearning

*1.5 hours of CRC® CE*
Good retirement planning looks beyond just the financial aspects. Learn a holistic model accounting for the cultural, social and personal factors retirees will face.
$29.00
Retirement as a Time to Reinvent, Rewire and Renew MP3 Audio

Retirement as a Time to Reinvent, Rewire and Renew MP3 Audio

*1.5 hours of CRC® CE*
Good retirement planning looks beyond just the financial aspects. Learn a holistic model accounting for the cultural, social and personal factors retirees will face.
$12.95
Retirement as a Time to Reinvent, Rewire and Renew MP3 & Handout

Retirement as a Time to Reinvent, Rewire and Renew MP3 & Handout

*1.5 hours of CRC® CE*
Good retirement planning looks beyond just the financial aspects. Learn a holistic model accounting for the cultural, social and personal factors retirees will face.
$18.95
RISE Healthcare Retirement Risk Video

RISE Healthcare Retirement Risk Video

The videos are high resolution. They can be expanded to play in full screen mode by clicking on the button in the lower right hand corner of the video player.
$35.00
RISE Living Brochure - Managing Retirement Healthcare Risks interactive calculator

RISE Living Brochure - Managing Retirement Healthcare Risks interactive calculator

Email this interactive PDF brochure to clients and prospects as part of your marketing program. It contains a unique tool covering a key retirement risk that will help clients and prospects self-identify needs… let them sell themselves!
$35.00
RISE Living Brochure - Managing Retirement Inflation Risks interactive calculator

RISE Living Brochure - Managing Retirement Inflation Risks interactive calculator

Email this interactive PDF brochure to clients and prospects as part of your marketing program. It contains a unique tool covering a key retirement risk that will help clients and prospects self-identify needs… let them sell themselves!
$35.00
RISE Living Brochure - Managing Retirement Longevity Risks interactive calculator

RISE Living Brochure - Managing Retirement Longevity Risks interactive calculator

Email this interactive PDF brochure to clients and prospects as part of your marketing program. It contains a unique tool covering a key retirement risk that will help clients and prospects self-identify needs… let them sell themselves!
$35.00
RISE Living Brochure - Managing Retirement Market Risks interactive calculator

RISE Living Brochure - Managing Retirement Market Risks interactive calculator

Email this interactive PDF brochure to clients and prospects as part of your marketing program. It contains a unique tool covering a key retirement risk that will help clients and prospects self-identify needs… let them sell themselves!
$35.00
RISE Living Brochures - Bundled Package

RISE Living Brochures - Bundled Package

Email this interactive PDF brochure to clients and prospects as part of your marketing program. It contains a unique tool covering a key retirement risk that will help clients and prospects self-identify needs… let them sell themselves!
$150.00
RISE Living Brochures - Managing Retirement Withdrawal Risks interactive calculator

RISE Living Brochures - Managing Retirement Withdrawal Risks interactive calculator

Email this interactive PDF brochure to clients and prospects as part of your marketing program. It contains a unique tool covering a key retirement risk that will help clients and prospects self-identify needs… let them sell themselves!
$35.00
RISE Retirement Risk Motivational Video Series - S1 Retirement Risk Overview of the 5 key risks faced…

RISE Retirement Risk Motivational Video Series - S1 Retirement Risk Overview of the 5 key risks faced…

Email a personalized link to view this compelling 3-minute video to clients and prospects as part of your marketing program. Use in seminars or client meetings to introduce healthcare risk discussions.
$35.00
RISE Retirement Risk Motivational Video Series -S2 Healthcare Risk

RISE Retirement Risk Motivational Video Series -S2 Healthcare Risk

Email a personalized link to view this compelling 3-minute video to clients and prospects as part of your marketing program. Use in seminars or client meetings to introduce healthcare risk discussions.
$35.00
What Color Is Your Parachute? FOR RETIREMENT Video

What Color Is Your Parachute? FOR RETIREMENT Video

*1.5 hours of CRC® CE*
Retirement well-being requires the application of relevant concepts from varied disciplines such as economics, medicine, psychology and other fields.
$29.00
Women and Retirement Elearning

Women and Retirement Elearning

*1.5 hours of CRC® CE*
Because 70% of people over age 65 living in poverty are women, we offer a special web course for everyone entrusted with assisting this unique part of our society achieve retirement success.
$29.00
Women and Retirement MP3 Audio

Women and Retirement MP3 Audio

*1.5 hours of CRC® CE*
Because 70% of people over age 65 living in poverty are women, we offer a special web course for everyone entrusted with assisting this unique part of our society achieve retirement success.
$12.95
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