Introductory Content

Introduction to the 3rd Age Solution - A post retirement services implementation system.

Intro 1.00 Business Case for 3rd Age Strategy

The business case for a 3rd Age Strategy in your practice. This document is a must read for practice principals. 

Intro 1.01 - Estate Planning Implementation Checklist

A starting point for those looking to implement estate planning services.

Intro 2.01 - The 5 lifestages of the 3rd Age explained

The 5 life stages of the 3rd Age Solution explained. 

Intro 2.02 - Baby Boomer Factsheet

Facts on baby boomers and their possible impact on your practice

Intro 2.03 - The Importance of Planning

The reason why planning is vital for post retirement services

Intro 2.04 - Ageing Client Strategies

Provides a practice vision for longeity and revenue

Intro 2.05 - Defendable Practice Strategies

How Post Retirement Services offers enhance practice defendability

Intro 2.06 - Trusted Family Adviser

Moving to Trusted Adviser status with the family

Intro 2.08 - 3rd Age Solution Brochure

Factsheet explaining the concept of the 3rd Age Solution.

Intro 2.09 -Using 3AS

How to use the 3rd Age Solution

Intro 3.02 - Structural Change within the Marketplace

File Type: MP4 video

Duration: 3.27 minutes

Filesize: 11.8MB

This webinar covers the structural challenges that are occuring in the market and offers solutions that you can implement to overcome some of these challenges.

Intro 3.01 - Introduction to 3rd Age Solution

File Type: MP4 video

Duration: 3.08 minutes

Filesize: 12.4MB

This webinar introduces the 3rd Age Solution, explains the rationale behind the service, explores the lifestages of the 3rd Age and the financial services required for each stage.

Intro 3.03 - 5 Lifestages of Retirement

File Type: MP4 video

Duration: 3.2 minutes

Filesize: 66.5MB

This video explains the lifestages approach adopted by the 3rd Age Solution.

Intro 4.01 - Introduction to the 3rd Age Solution

File Type: MP4 video

Duration: 12:45 minutes

Filesize: 19.1MB

Intro 3.04 - Why You Should Consider the Babyboomers

File Type: MP4 video

Duration: 3:14 minutes

Filesize: 15.7MB

Intro 4.02 - Challenges of Structural Change

File Type: MP4 video

Duration: 9.21 minutes

Filesize: 13MB

Intro 5.01 - Case Study 1 - Lack of Post Retirement Services Impact

Turning Adversity into Profit - The impact on profitability and adviser morale of losing a major client

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