Designed specifically for advisors looking to expand the knowledge they offer in seminars educating individuals on the benefits of maximizing Social Security, Resource Solutions Baby Boomer Retirement Income Planning Program is successfully filling seminar events all over the country!
Our complete turn-key seminar marketing program not only incorporates important facts on Social Security maximization but also covers multiple other topics of concern for individuals ages 58-69! Topics that are increasing appointments set from these educational events, such as:
- The Need for Social Security/Income Planning
- Income Tax Reduction
- IRAs- Traditional IRA vs Roth IRA
- In-Service Withdrawals
- IRA Rollovers/Potential Tax Consequences
- Stretch IRA
- Pension Replacement …and much more!
Why Target Baby Boomers?
The benefits of building a relationship with potential new clients in the “pre-retirement stages” of their lives can be enormous! Educating individuals in this age group can help eliminate the possibility of having to engage in a struggle to move assets from another advisor in the future. This comprehensive turn-key program successfully provides a great marketing opportunity to introduce both you and your firm’s services to new potential new clients…. many times BEFORE they obtain the services of a financial planner when they reach retirement.
Complete Turn-Key Program Includes:
- Powerful seminar presentation, “NAVIGATING TODAY’S CHALLENGES IN PLANNING FOR RETIREMENT”
- Time-tested and proven effective seminar invitations (minimum 5000)
- Seminar handouts
- Reservation Service provided (Up to 100 people per mailing)
- Social Security Analysis Report Software (Optional)
COMPLETE ALL-INCLUSIVE COSTS! Complete program all for price most of our competitors charge for just the invitation! Call (866)855-3710 today to find out more about this incredible marketing opportunity!
