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Overview | Features | Sample Slides | Script | Workbook | Benefits | Available Topics Long-Term Care: Protect Your Retirement - "What would happen to your retirement nestegg if someone in your family required long term care?" "How much of a shock could your retirement plan absorb?" Answering these questions provides you with a powerful way to explain and sell LTC to a wide range of clients. This slideshow takes a financial planning approach to selling LTC products. Retirement Income Planning: How Will I Replace My Paycheck? - How do you get income after your paycheck stops? Is there a best way to take income from assets in retirement? How do you balance preservation, income, and growth objectives? Many of your clients feel they have enough assets, but don't know how to convert them to cash. What they don't know can hurt them! Use this slideshow to help demonstrate your value in providing a solution. Seven Steps to a Successful Retirement - What are your expectations for retirement? How certain are you that your current plans will provide you with what you want and need to live comfortably and confidently in retirement? Could you do better? What could go wrong? Use this slideshow to help demonstrate your value in providing a solution. Wealth Planning: Balancing Retirement & Estate Goals - What is wealth planning? How is it different than retirement or estate planning? Learn why most advisors lose potential large cases and what you can do to avoid this. Learn a powerful and professional way to explain wealth and wealth planning to prospects in a way that will set you apart from other advisors. |
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