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.

Resources

Pre-Retirement Checklist Resources

Knowing where to start in the planning process is often half the battle for consumers. Download and customize this simple checklist to deliver easy-to-follow guidance for clients. Then, download a copy of our social media graphics and recommended post content to engage your followers and encourage prospects to connect with you for a copy of the checklist.

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.

Blueprint for Retirement Budget Success

The 4 Pillars of the New Retirement

Making Your Wishes Come True Document Checklist

Dare to compare retirement savings vehicles

The Game of Life Savings Retirement Planning Milestones

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.