As a Financial Advisor, you want to make sure your clients have taken all the appropriate steps to help them make the transition to their retirement.
Download a Pre-Retirement Checklist: 13 Key Questions to Help Clients Prepare for the Transition to Retirement.
This simple, but essential, Pre-retirement Checklist is a perfect tool to:
- Start the conversation about retirement preparation with new prospects and clients.
- Help clients ask the right questions and rely on you as their expert Advisor.
- Open the door to new annuity, life and other retirement planning business.
Help your clients ask the right questions, prepare for retirement and then seek your advice.
Get this complimentary resource by going to https://tinyurl.com/y4mof5ul.
