If your prospects are like most Americans, retirement security is their top financial objective. But what do you actually know about them beyond some basic financial information? Ready-2-Retire will take the guesswork out of understanding client priorities and concerns for retirement, and frame a discussion around next steps. Perhaps most important, it establishes a process for earning client trust, and confidence in the solutions you present. That’s a sure way to get a new client, or to keep one you already have.
Looking for ways to grow your share of the $16 trillion retirement market?
LIMRA’s new Ready-2-Retire will engage, educate, and prepare the next generation of retirees to take action.
For enterprise sales, contact Paul Henry, Managing Director for Retirement Products at 860-285-7878 or firstname.lastname@example.org