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.
What customers say:“Really appreciate the take home information. The worksheets are very helpful. These items can be revisited during retirement."
Available in these media formats:
Worksheets currently available in print booklets; soon to be available in electronic format!
Take a look inside:
See a sample of the worksheets here.
Do you need client income planning worksheets that help you gather, reposition, and retain retirement assets? Purchase the "Managing Your Retirement Income" Planning Worksheets! (Available in individual booklets here or save by purchasing a pack of 25)
Designed to provide you with a process for guiding clients in making informed decisions and not just selling a product, these FINRA-reviewed worksheets will help you make sure you're asking the right questions, documenting the answers, and considering all important aspects of income planning
before any assets are repositioned.
Here's what you'll gain:A great way to open the door for a discussion on assets held elsewhere, our six-step, retirement income planning process included in these worksheets helps you begin and keep a plan on track.
Step 1: Estimate duration of retirement assets
Step 2: Determine and manage retirement risks
Step 3: Identify distribution, tax and estate issues and opportunities
Step 4: Explore options for addressing income gaps
Step 5: Convert resources into income
Step 6: Maintain and update the plan
See sample of print worksheets here ... soon to be available in electronic format!
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: 04InFRERIMClientWrkshtPRINT09
