Retirement Income

FocusOn: 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.

System Features:

• 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 participant workbook (1 included with system purchase)
• Evaluation form (1 included with system purchase)
• FINRA reviewed