Expand Your Sales Toolbox with the
"Retirement Income Shortfall Analysis"
Expand Your Retirement & Sales Toolbox
What's included in a Customized Report?
The Retirement Income Shortfall Analysis provides your clients with a rating from 1%-100% scoring the probability of success in retirement. Savings accounts are forecasted to show how they'll work together to provide your clients with income and recommendations to enhance the success score.
Here's What You Get:
Review 4 major risks and their impact on your clients' retirement savings.
Walk clients through the recommendations and benefits to implementation.
Highlight 4 recommended sources of income, providing security and consistency.
Forecast hypothetical values with visually appealing, east to understand graphics.
In addition to the report, you’ll also be given a personal business coach that will walk you step-by-step through the report and make sure you are fully prepared for your client appointment.
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