About this Course
Over 4 Hours of Video in this Course This course provides foundational knowledge and strategies for successful retirement planning. Explore videos covering essential topics such as managing financial behavior, projecting expenses, and understanding the retirement planning process. From the impact of financial risks to the importance of insurance products in retirement, this series offers a thorough overview of pre-retirement strategies. Learn about prospecting techniques, the three buckets concept, and the math and science behind a successful retirement, ensuring you are well-equipped to guide clients through the complexities of planning for their golden years. Key Takeaways: Retirement Planning Essentials: Gain insights into framing the four L's of retirement, managing longevity risk, and projecting sources to meet future income needs in retirement. Prospecting Techniques: Explore prospecting questions for the retirement conversation, the discovery appointment, and legislative birthdays. Learn effective strategies for prospecting and uncovering opportunities in the retirement planning market. Risk Management: Delve into protecting your retirement portfolio through long-term care (LTC) insurance, understanding financial risks, and incorporating insurance products in retirement planning. This course provides a comprehensive introduction to pre-retirement strategies, ensuring you have the knowledge to navigate the evolving landscape of retirement planning.
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