ON-DEMAND RECORDING
Retirement Planning Essentials
About the Course
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Learn
  • The three retirement income approaches & how they work
  • The seven major risks retirees face
  • Capture a prospect’s attention during your first meeting
  • Separate yourself from other advisors
  • Document your client interactions & conversations

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Demonstrate
  • Presentation tools for addressing the seven major risks
  • Basic Spending Game techniques to use for retirement planning
  • The importance of not losing money during the 10 most important years of one’s financial life
  • Positioning annuities, life insurance, & investments as part of a holistic plan
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Resources
  • Six 90-minute Video Training Sessions
  • Demo spending game files, documents, & templates
  • Ability to email coach(es) questions related to the course
Meet Your Coach
Jeremy D. Shipp, CFP®, CLU®, RICP®, WMCP®
Executive Coach & Master Mentor
Connect with Jeremy on LinkedIn

Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.  (Learn more about Jeremy)

 

Join Now

$500
Join now to access the 2021 Video Training & Shared Resources
What members say:
I really like Jeremy's shared approach.  I am more knowledgeable than before which will help my clients, and I expect marked improvement in production. 
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This is a great fundamentals course. Jeremy is a comprehensive adviser and I am thankful I took the course.  I would love to learn more from Jeremy.
Become a Trusted Financial Expert

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