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- Show your clients how to make tax-efficient withdrawals in retirement.
- Answer your client's top 6 most important retirement planning questions.
- Leverage interactive charts and reports your clients can actually understand!
- Position yourself as a professional and trusted advisor to easily attract referrals.
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 free workshop, we’ll demonstrate how you can leverage financial planning software to provide your clients with simple yet comprehensive decumulation and retirement income planning advice.