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Customizable postcard to attract prospects to retirement seminar
Seminar PowerPoint presentation to educate prospects
Educational guide to incentivize clients to schedule an appointment
Pre-retirees and retirees want the information you’re providing. You connect with them by addressing the very questions keeping them up at night — when to retire, when to claim Social Security, how to pay for health care in retirement, and more. Every client-facing piece of the Core Retirement System resonates with them and positions you as the expert to help guide them through the complicated decisions. They see your value immediately as well as years into the future, as you lay out how you can help them at each milestone.