It is recommended that you review this document in conjunctions with the lifestage checklists. Each lifestage has a complimentary checklist which outlines the requirements and process to comprehensively service that market. 

The purpose of the 3AS planning pathways is to help service you select the documents you need to help  prepare a plan for a specific target market. In this document we provide you with pathway to the clients near and in retirement.

If you require assistance using 3AS please review the Navigating 3AS section, This email address is being protected from spambots. You need JavaScript enabled to view it. or call us on 1300378752. 

 

 Section

File

Description

File Type

Introductory Content

Intro 2.04 - Ageing Client Strategies

Provides a practice vision for longevity and revenue

 

Document

Introductory Content

Intro 3.04 - Why You Should Consider the Baby boomers

Reasons why you should consider baby boomer clients.

 

MP4 video

 

Peak Accumulation

PA 2.01 - Understanding Peak Accumulation Client Needs.

 

Defining the needs for this demographic.

Document

Peak Accumulation

PA 3.04 - Transactional vs Relational

The difference between a transactional adviser and a relational adviser.

 

MP4 video

 

Peak Accumulation

PA 5.02 - Case Study: Planning to Succeed

Preparing the way for client retention.

 

Document

Peak Accumulation

PA 6.01 - Conversation Script Introducing Planning for Retirement

Developed to help you set the expectation during different life stages over retirement.

 

Document

Active Retirement

AR 3.01 -The Active Retirement Market Defined

 

Introduction to the Active Retirement phase of the 3rd Age.

MP4 video