Join our Webinar Series and earn CE Credits
Submitted by Rica Zara on October 22, 2021 - 8:36am
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| Retirement Income and Estate Planning Blueprints for Financial Advisors When life changes, money changes; and when money changes, life changes. What happens when the paycheque ends? For many of the people that are coming to you for help, their retirement is a new frontier – for them and you. Many of the factors past generations have relied on are changing so new generations need your help in adapting their plan. As a financial professional, you have a unique opportunity to help people create a plan that will lead them to live the best life possible in retirement.
By helping them envision the kind of retirement they want, you can help them prepare financially. And the earlier you start the more flexibility you have to make adjustments to the plan.
Don’t wait until the last minute to start the conversation. Even if your client is five to ten years away from retirement, you can suggest key planning points to start the process today. You can help them put all the pieces together.
Join us for our next webinar series where we’ll help you build your expertise with retirement income and estate planning strategies and tools that will help you build your business with existing clients and capture a new generation of clients. Sign up now for one, or all of the webinars that interest you the most.
Plus, get 1 CE credit for each conference you attend. |
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Be sure to register for each session separately. |
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Build Your Business with Beneficiary Planning |
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There are several situations where your clients will be responsible for naming beneficiaries—to a retirement account, an annuity contract, or a life insurance policy. Learn how to provide trusted service to your current clients and potentially work with heirs as new clients by implementing the beneficiary review strategy. |
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Date: Tuesday, Oct. 26, 2021
Time: 1:30 PM EST
Duration: 60 minutes
Host: Dan Sims |
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| Tips, Traps & Considerations in Beneficiary Designations |
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Jos Herman and Barry Rubin will give you the confidence in ensuring that you are structuring product solutions the right way when it comes to beneficiary designations. |
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Date: Tuesday, Nov. 9, 2021
Time: 1:30 PM EST
Duration: 60 minutes
Hosts: Jos Herman & Barry Rubin
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Turning financial advice into a family affair |
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Based on a multitude of evidence there’s an increasing need for intergenerational planning and engagement and conversations must be had at all levels of the family. We’ll explain how to become a consultant to the whole family and not only the primary wealth creator. |
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Date: Tuesday, Nov. 23, 2021
Time: 1:30 PM EST
Duration: 60 minutes
Hosts: Andrew Oswald |
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| How to create the retirement income plan |
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Before you ensure they understand the products and strategies you’re recommending and why you’re recommending them, we’d like to equip you with the tools to present those retirement income solutions including three common income approaches and the products that you can align for your client’s situation, goals, and risk tolerance. |
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Date: Tuesday, Dec. 7, 2021
Time: 1:30 PM EST
Duration: 60 minutes
Hosts: Matthew To |
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| Did you know? Clients who have worked with an advisor and have a formal plan versus those who do not have a formal plan, are extremely satisfied with their advisor (65% versus 32% respectively) with 52% of these clients stating that they would like to work with their advisor for the rest of their life (versus 28% who do not have a formal plan). This high level of satisfaction demonstrates clients’ appreciation of their advisors’ understanding of their needs. While other factors may contribute as well, the findings indicate that engaging and helping clients to create a clear road map for retirement is a major factor. |
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Obtain your CE credits by attending the entire presentation. |
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These training webinars are currently being accredited and your certificate of attendance will be sent to you shortly after the presentation takes place. |
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