New Advisor materials assist with retirement income planning
As baby boomers start to retire, many financial professionals see retirement income planning as the next growth wave for the industry. Your clients are probably already asking about when and how to transition into retirement, plan future income, and assure that they don't outlive their savings.
To help you reach prospects and assist existing clients, Forefield has launched a special Retirement Income Planning center. Located in the Retirement Planning financial goal, it includes more than 60 articles, tools, calculators, and presentation center materials that can help you address such questions as:
- Can I afford to retire? Should I take early retirement? Postpone it? Work during retirement?
- How much annual income can I expect?
- How should I allocate my investments to produce retirement income?
- How can I provide for health care?
- Am I emotionally prepared for retirement?
The Retirement Income Planning center puts all retirement income-related content in one convenient location. That makes it easier than ever to find a prospecting piece, a reference article, a calculator to illustrate client-specific numbers, or a template for a client presentation.
We hope you'll take a moment to explore our new materials, and see how they can help streamline your efforts. The center includes more content than we can list here, but to the right are a few highlights:
Remember that all of our Presentation Center materials can be created in PDF or HTML e-mail formats for easy delivery to clients, and can be fully branded and personalized with your own information.
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