Stage 1 - Providers

As a retirement income management provider, you are who others look to for leadership in this growing specialty. Your clients depend on your advisors to deliver the best advice on managing risk and planning for retirement years they expect from a lifetime of work.

How knowledgeable is your advisor corps?

Find out with InFRE’s Retirement Knowledge Questionnaire^TM. This FREE assessment tool is designed to set the standard for best practices in measuring, planning, and managing education results and knowledge at the advisor and organizational levels.

Take advantage of this no cost opportunity for your advisors to find out which stage of retirement literacy best describes them by forwarding the link to the questionnaire to them individually, or, if you would like to aggregate the results for many advisors, purchase one of the summary paks.

Benefits to you:

- You'll save time and money in planning continuing education for your retirement professionals.
- Your advisors will be grateful for the roadmap that shortcuts their learning process, and
- Your clients will be grateful to know that they have knowledgeable professionals at the helm.