Show your clients the value of planning with a CRC®
Use the CRC
® Client Brochure to help explain why clients should use a Certified Retirement Counselor
®.
Let your clients know that as a Certified Retirement Counselor
® you:
- Are committed to high ethical standards and continuing professional education.
- Have met examination and experience requirements.
- Comprehend what today’s complex retirement plans and laws mean to them.
- Understand the dynamics of life changing issues.
- Can identify appropriate retirement saving and/or income strategies.
Use the CRC
® brochure to help answer these questions with your clients:
- Why work with a Certified Retirement Counselor®?
- How is a CRC® qualified to help me?
- When should I meet with my Certified Retirement Counselor®?