Build Your Retirement Nest Egg Later in Life
Offer this guide to help potential new clients determine the possible costs, income, and savings needed for retirement.
Attract leads who have put off saving for their retirement and now need the help of a knowledgeable financial professional.
Potential leads will discover various ways they can maximize their retirement savings from making catch-up contributions to their 401k to delaying their claims to Social Security. Using the included worksheet, they’ll easily find out if they’re on track or facing a shortfall and need to seek the advice of a skilled investor and planner. (That’s you!)
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About the authors: ReminderMedia has been providing unique and top-of-the-line client follow-up tools since 2003. With an established foundation in relationship marketing, and products like American Lifestyle magazine, we’ve developed the techniques and innovations that allow our clients to take advantage of referrals and repeat business like no other solution on the market. Click to learn more