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
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Tools |
Subject |
Pre-retired |
Retired |
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Document |
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Email template |
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Post in the Web Showcase |
Career Access |
Need more contact opportunities?
References to share with your clients
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References |
Subjects |
Pre-retirees |
Retirees |
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Brochure |
Retirement Journey Support Guide |
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Articles in the Advice Zone |
Advices on retirement |
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Calculators |
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Website my-retirement.ia.ca |
Financial and non-financial advice from the beginning of your career to retirement life. |
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Podcast |
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.
