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ON-DEMAND RECORDING
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About the Course
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Learn
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- 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
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- 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
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- Six 90-minute Video Training Sessions
- Demo spending game files, documents, & templates
- Ability to email coach(es) questions related to the course
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Meet Your Coach
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Jeremy D. Shipp, CFP®, CLU®, RICP®, WMCP®
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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)
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Join Now
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What members say:
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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.
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Become a Trusted Financial Expert
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(321) 369-9470 | hello@moneytrax.com | Vancouver, WA
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