The Ultimate Pre-Retirement Checklist: 13 Key Questions to Help Clients Prepare for the Transition to Retirement: Download Now
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Sure your clients have begun planning for retirement; but have they taken the appropriate steps to help them actually make the transition to retirement?
This simple but essential Pre-retirement Checklist is a perfect tool to:
- Start the conversation about retirement preparation with new prospects and clients
- Help clients ask the right questions and rely on you as their expert advisor
- Open the door to new annuity, life and other retirement planning business
Help your clients ask the right questions, prepare for retirement and then seek your advice.