Learn a retirement planning process utilizing the Circle of Wealth® tools to help your existing retiree clients and to attract new retiree prospects.
About the Course
Learn How To...
- The three retirement income approaches & how they work
- The seven major risks retirees face
- Capture a prospect’s attention during your first meeting
- Separate yourself from other advisors
- Document your client interactions & conversations
Demonstrate
- Presentation tools for addressing the seven major risks
- Basic Spending Game techniques to use for retirement planning
- The importance of not losing money during the 10 most important years of one’s financial life
- Positioning annuities, life insurance, & investments as part of a holistic plan
Resources
- Six, 90-minute videos
- Shared documents and resources
- Ability to email coach(es) course-related questions
About the Course
Learn How To...
- The three retirement income approaches & how they work
- The seven major risks retirees face
- Capture a prospect’s attention during your first meeting
- Separate yourself from other advisors
- Document your client interactions & conversations
Demonstrate
- Presentation tools for addressing the seven major risks
- Basic Spending Game techniques to use for retirement planning
- The importance of not losing money during the 10 most important years of one’s financial life
- Positioning annuities, life insurance, & investments as part of a holistic plan
Resources
- Six, 90-minute videos
- Shared documents and resources
- Ability to email coach(es) course-related questions
Coaches (Instructors):
Jeremy Shipp, CFP®, CLU®, RICP®, WMCP®
Executive Coach & Master Mentor
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.
Coaches (Instructors):
Jeremy Shipp, CFP®, CLU®, RICP®, WMCP®
Executive Coach & Master Mentor
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.
Testimonials past Retirement Planning attendees: