Setting the Stage to Become the Advisor for Life
By strategically reaching out to prospects at various stages of pre-retirement, you can truly become an advisor for life — a go-to for financial wisdom in every act. Ideal Producers Group has compiled a library of resources, including many available only from us, that you can use to meet future retirees where they are and build lasting relationships that are a true win-win.
Download consumer-facing tools to share with prospects and clients, as well as social media graphics and posts to spread the word about retirement preparation.
Pre-Retirement Checklist Resources
Customizable Client-Friendly Fliers
Download the following brandable resources to help simplify conversations with prospects and clients about everything from budgeting and prioritization to end-of-life planning and the incorporation of fixed index annuities to help bridge any identified income gaps.
Alliance for Lifetime Income Resources
The Alliance for Lifetime Income is a non-profit 501(c)(6) educational organization based in Washington, D.C., that creates awareness and educates Americans about the value and importance of having protected lifetime income in retirement. Access these educational tools they’ve developed to help your clients gain protected income throughout retirement.
FOR AGENT USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.