Income Lab Masterclass – Class 3: Best Practices in Presenting Retirement Income Plans
The 4-part Masterclass is led by Ryan Townsley, of Town Capital. Ryan will share insights he has learned over the years and ways he has differentiated himself from the competition.
In our third masterclass, Ryan guides through how to effectively present and differentiate retirement income planning from traditional financial planning. Learn how to explain customizable retirement strategies, including options like working longer, slush funds, legacy planning, and long-term care.
Discover how to evaluate retirement income strategies including total return strategies, annuities, or a blend of both, and help clients choose the best fit.
Finally, you’ll develop a follow-up process to ensure ongoing client engagement and learn how to guide clients through the next steps in planning or prospecting.
Excellent!