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Your clients aged 50-70: Golden age or gold mine?

February 24, 2023

Do you see the value in this client base? The banks do! The good news is that everything is in your hands.

Here’s a brand new Retirement guide that will make it easier for you to approach this clientele and give you additional contact opportunities. There are lots of opportunities to make money!

Ready to take action?

Tools for you

Tools

Subject

Pre-retired
clientele

Retired
clientele

Document
New!

Retirement journey support Guide

Email template
New!

Do you have concerns about retirement?

 

Solutions to your financial concerns

 

Post in the Web Showcase
New!

  • Optimal savings
  • Retirement Plan
 Brokerage Access
Career Access
 

Need more contact opportunities?

References to share with your clients

 References

Subjects

Pre-retirees

Retirees

Brochure

Retirement Journey Support Guide
New version coming soon!

 

The cycle of investors’ emotions

Articles in the Advice Zone

Advices on retirement

 

Calculators

Retirement calculator

 

TFSA calculator

RRSP calculator

Website my-retirement.ia.ca

Financial and non-financial advice from the beginning of your career to retirement life.

Podcast
New!

In your INTEREST 

 

Starting in April, on the first business day of each month, you will receive a notification in the Business Tracker for clients who will be turning 50, 55, 60 or 65 during the month. An additional opportunity to contact your clients!

To learn more, we invite you to read the article The winning Strategy for 2023.

 

Topic : Savings

Written by iA

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