RISE Living Brochure - Managing Retirement Longevity Risks interactive calculator

RISE Living Brochure - Managing Retirement Risks Longevity interactive calculator

SKU: 04RISELongLBCALC11 $35.00

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It is essential that clients and prospects truly understand the key retirement risks they face before moving on to more specific discussions about planning for retirement. Without confirmation that the client understands the risk implications of inflation, longevity, healthcare, withdrawal and market, the discussion of meeting those needs will be ineffective and could lead to buyer's remorse. Individual review with clients can help confirm their understanding.

Email this interactive PDF brochure to clients and prospects as part of your marketing or financial education program. It contains a unique tool covering a key retirement risks that will help clients and prospects self-identify needs.

Why purchase RISE sales and marketing solutions?
- Proven client success by advisors
- Boosts marketing efforts with interactive tools
- Increase sales by building credibility and trust
- Sets you apart from other advisors by using unique offerings

How to use calculator
Helpful instructions, speaking points and hints on how to use the calculator.
Click here to view instructions

About your purchase
Your purchase includes the downloadble, interactive RISE retirement risk live brochure with a one-year user license. Purchase of the aforementioned RISE product constitutes acceptance of the license agreement available here