New Toolkit — Discover Your Client’s More!
Retirement is more than the end of a job … it’s the beginning of a life’s best work. And it takes a solid retirement strategy to make it happen, but that’s more than just the dollars and cents. It’s also knowing what clients want more of after leaving the 9‑ to 5‑routine behind so they have the money to help support their goals.
Resources for building better retirements
Here’s where our comprehensive library of tips, tools and more can help. With the Discover Your Client’s More Toolkit, you’ll have access to all this and more to help start your clients down the path to a better retirement.
- What’s Your More? quiz. Have your clients answer these quick, fun and thought‑provoking questions to help them discover their retirement personality.
- Insightful tips and tools. Retirement personality overviews, questions and worksheets to help you understand their goals and more efficiently move them to the right financial solutions.
- Real‑life stories and articles. Share these real‑life stories along with Smart Strategies articles as another way to help inspire them and start conversations.
Whether it’s pursuing creative passions or raising exotic animals, knowing what your clients want more of in retirement can help you develop commonsense financial strategies to help them make their next stage their best.
Check out the Discover Your Client’s More Toolkit to help your clients retire their way.