A Turnkey Seminar: Retirement Income Planning

There may be no greater way to make a good impression among several prospects at once than with a seamless seminar presentation. Don’t spend your time creating materials for your next seminar when we already have them assembled for you!

Introducing CreativeOne’s Retirement Income Planning seminar.

Today, retirees and pre-retirees are concerned whether they’ll have enough income to fund their retirements. This interactive and informative presentation walks them through a simple five-step process for planning their retirement income.

Our Retirement Income Planning seminar includes:

  • Pre-designed PowerPoint slides with fully scripted talking points.
  • Consumer-facing workbook for attendees to utilize during your presentation.
  • Full-color direct mail piece for you to personalize with your name and business information.
  • Post-seminar evaluation survey to capture feedback.
  • Consumer fact finder worksheet to hone in on their primary retirement income concerns.

This seminar will position you as a resourceful coach, which will encourage prospects to continue the conversation with you for a follow-up, no-obligation meeting. Call your sales consultant at 800.992.2642 today to start putting these resources to work for you!

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. This program is an exclusive offer through CreativeOne to a third party vendor and is only available to producers who are contracted with CreativeOne. CreativeOne is not responsible for the results of the program or any liability stemming from the use of it. The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.    CP-0712 – 2106/2/1

3 Comments

  1. Glen says:

    I would like more information, Please. Thank you, Glen

    • Ashley says:

      Hi, Glen–

      Thanks for reading Creative Edge and for your interest in our Retirement Income Planning seminar. Someone from the team will be in touch with you shortly. Have a great day!

  2. Glen says:

    Can you join this with Cliffords 30 guaranteed prospects for $999.

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