Managing Your Retirement Income Presentation
One of the best ways to promote your retirement income planning expertise is to educate your clients directly. That’s why we created the Managing Your Retirement Income presentation.
This 60-minute presentation has been designed to be offered as a live presentation, virtually as a webinar, or during a one-on-one meeting. Managing Your Retirement Income is a highly relevant and practical educational marketing presentation for clients and retirement plan participants who want to know how you can help them create a retirement income plan that will last a lifetime.
During the presentation, you will share the four primary retirement risks and how to manage them, how to create a retirement income solution, options for closing possible retirement income gaps, and how to convert retirement resources into income.
This workshop has already been presented to thousands of pre-retirees. Evaluations are always very positive, and participants often comment that Managing Your Retirement Income was the most informative and worthwhile presentation they have attended.
This unique presentation includes a scripted PowerPoint presentation, a train-the-trainer recording of a presentation, presentation tips, and a participant evaluation form.
Note: Licensing agreement is for a single user. To license for more than one user, please call 847-756-7350 ext 132