Taking your practice to its pinnacle begins with a captivating PowerPoint presentation you use with a new prospect.
Ask your client:
- What is your retirement income goal?
- How much capital do you need at retirement to provide that income for 25 years adjusted for inflation?
- What if your rate of return on invested capital is just 1% less than what you are planning?
And what about which asset when? Asset sequencing is critical in retirement planning and the RetirementPathRoadmap™ is the planning tool that sets you apart from everyone else.