- Build on your fundamentals of retirement planning
- Learn advanced sales techniques & how to present your solutions
- Learn how to move your clients’ money for maximum efficiency to set them up for the rest of their lives
- How to work with HNWC & to manage more of their money
Retirement Planning Advanced
About the Course
Learn How To...
Demonstrate
- Advanced techniques in the Spending Game
- Positioning annuities, life insurance, & investments as part of a holistic plan
- Application of retirement planning strategies demonstrated via case studies
Resources
- Six 90-minute Video Training sessions
- Shared documents
- Ability to email coach(es) course related questions
About the Course
Learn How To...
- Build on your fundamentals of retirement planning
- Learn advanced sales techniques & how to present your solutions
- Learn how to move your clients’ money for maximum efficiency to set them up for the rest of their lives
- How to work with HNWC & to manage more of their money
Demonstrate
- Advanced techniques in the Spending Game
- Positioning annuities, life insurance, & investments as part of a holistic plan
- Application of retirement planning strategies demonstrated via case studies
Resources
- Six 90-minute Video Training sessions
- Shared documents
- Ability to email coach(es) course related questions
Coaches (Instructors):
Jeremy Shipp
Executive Coach & Master Mentor
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.
Coaches (Instructors):
Jeremy Shipp
Executive Coach & Master Mentor
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.
What members say:
$500
Immediately Receive Access to Video Training & Shared Resources
Pre-requisite is Retirement Planning Fundamentals / Essentials