Retirement Income

Retirement Income presents strategies to show your clients and prospects how to make the most of their savings and investments during retirement. Important issues are covered, such as retirement plan distributions, split annuity strategies and other income producing vehicles.

View Samples


Presentation

Workbook

Image List

System Components

  • 76 full-color presentation images with sourced scripts
  • A coordinated marketing campaign that includes a flyer, direct-mail letter, postcard, and invitation
  • Access to result-producing dining invitations, letters and wave direct-mail packages
  • 20-page, 4-color, personalized participant workbook
  • Evaluation form
  • FINRA reviewed
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