Are you looking to enhance the retirement plans you create for your clients and ensure they achieve financial security?
Join us for this exclusive webinar designed specifically for independent financial professionals, where you’ll gain expert insights into optimizing retirement income strategies.
Whether you specialize in retirement planning or want to expand your knowledge, this session will provide you with the tools to boost client satisfaction and grow your business.
Agenda
Create a one-page interactive dashboard of your clients financial picture
Answer key retirement tax and distributions questions
Model how guaranteed income and annuities can affect their retirement plans