Discover Your Client's More Toolkit
Retirement is as unique as your clients. Discovering what brings them the most happiness is as important to a solid retirement strategy as the dollars and cents. Follow these three steps and use this comprehensive toolkit to help clients retire their way.
Step 1: Learn more
Understand these six retirement personalities and why they鈥檙e important in developing a retirement strategy. We鈥檝e also developed questions that match up with each personality, so you can use them to start insightful and productive conversations with your clients, and help move them closer to the right financial solutions.
Step 2: Share the quiz
Ask your clients to take the fun and easy 鈥淲hat鈥檚 Your More?鈥� quiz. This short quiz can help them discover their path to retirement happiness.
Step 3: Connect the dots
Once clients have taken the quiz, use these consumer-approved planning tools to help uncover what鈥檚 next. Using the overviews, worksheets and brochure are an easy way to help fine-tune a retirement strategy and introduce how including an annuity can help them achieve their goals.
Looking for leisure
Pursuing a passion
Giving back with service
Starting a second act
Focused on family
Seeking adventure
Additional resources for clients
Share these real stories for inspiration
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Find what fascinates you
Building his next best life took careful planning. With a solid financial plan, Tal Avitzur has the means to create the art he loves. - Catch what moves you
Graham Guess discovered his passion when he was 10 years old. Smart financial planning makes living his dream possible.
Smart Strategies articles
- What鈥檚 your more?
Quality of life, free time or sense of purpose 鈥� what do your clients want more of in retirement? Have them consider these 3 factors to help them be prepared and find their path. - Test drive your retirement
Many people retire without knowing what to expect, but taking a practice run may help your clients better prepare. Share 4 tips to test-drive retirement before they commit to the next big chapter in their lives.
More to consider
Here鈥檚 a way to get further into the minds of your clients and prospects.