- Provide a client experience that can 3X your monthly referrals
- Show your clients how to make tax efficient withdrawals in retirement
- Answer your clients top 6 most important retirement planning questions
- Leverage interactive charts and reports your clients can actually understand
More and more, financial advisors are shifting away from being primarily focused on investment or insurance products. Today’s top advisors are incorporating retirement income planning into their practices as a way to gain a complete understanding of the client’s needs and how to properly serve them.
These Advisors are providing financial planning advice using a systematized and structured process, either through comprehensive financial planning or taking a more modular approach to offer more targeted services like retirement income planning.
In this session, we’ll demonstrate how you can leverage financial planning software to provide your clients with simple yet comprehensive decumulation and retirement income planning advice.
Many Advisors are already using Snap with great success — they save time, effortlessly convert prospects into clients, and receive more referrals.
As Seen On
Snap is an easy to use yet comprehensive financial planning platform for asset accumulation and decumulation. It uses interactive and client-friendly presentations, allowing you to show your clients their whole life on one page and compare multiple “what-if” scenarios with one click.
Join us for this live exclusive live session on Tuesday, February 1st, 2022 at 11am ET.