September’s retirement income planning webinar is a must-watch if your clients include pre-retirees.
When your pre-retiree clients have questions, what is your process to provide answers and options? This lesson includes actionable retirement income planning strategies you can implement into your practice right away.
You’re going to learn the top 6 financial planning questions retirees have and see how easy it can be to answer these questions in a highly personalized, efficient manner.
Help your clients get more out of their retirement income plan.
Topics covered during this financial planning webinar include:
📊 How to efficiently build multiple scenarios & compare options with visual charts
🧐 How to create a personalized decumulation plan including taxable income targeting and other key automations
📈 How to answer your client’s top 6 planning questions on the fly, including “How much can I afford to spend? Am I going to be ok?”
Watch the webinar recording
What are the top 6 financial planning questions clients want answered?
Over the last ten years, we’ve spoken to thousands of Advisors. Here is what our research says your clients want to know:
- How long will my money last / Am I going to be okay?
- How much can I spend so I won’t run out of money?
- When should I take my government benefits?
- Which of my assets should I spend first?
- I’m currently saving $$. Will it be enough?
- How much will be left after taxes for my beneficiaries?
See a sample of the one-page SnapShot report
During the webinar, you will see the SnapShot report summary. It’s a highly customizable one (or two) part report that can serve as a stand-alone client deliverable or the Executive summary to the comprehensive financial plan report.
Additional resources
If you’d like to learn more about some of the topics introduced in this lesson, the following resources are available.
- Show the net value of working together by using the comparison module to demonstrate the impact of different choices and options.
- Download sample reports to see different ways you can use the SnapShot one-or-two page summary report.
- Learn how to use automated taxable income targeting to smooth taxable income and the marginal tax rate.
- Learn how to use automated recommendations to instantly answer questions such as, “can I afford to retire earlier?”
