Lifestage Content

Ageing clients have been segmented based on 5 life-stages commencing immediately prior to retirement and extending to the next generation. Each stage has distinctive needs and requires a unique set of services.

Peak Accumulation

A total package of prospecting tools, conversation scripts and client engagement material to help you develop a relationship with a client that is heading towards retirement. Typically younger baby boomers, these clients are empty nesters and are focussed on planning for retirement. This is an opportune time to begin to build the client relationship and introduce the concept of family as the client.

Active Retirement

This service identifies characteristics of baby boomers in early retirement and helps you further cement the relationship with these clients by offering specific services which are tailored to their expectations. You identify the services and are supported by documentation, presentations, expert interviews and case studies to develop a robust offer which will help position you as a trusted family adviser.

Declining Capacity

Develop specific services which are aimed at clients in the later stages of retirement.

Estate Managment

Assist client families to deal with the demise of a parent and support them through estate management and administration.

Next Generation

Firmly establish yourself as a trusted family adviser with the inheriting generation.

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Introduction to 3rd Age Solution

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Starter Pack

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Price $99.00

Lifestage

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Packages starting from $180.00

Templates

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Price $485.00

Practice Enhancement

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Price $485.00