A comprehensive post retirement implementation system to help you mould your service to the changing needs of your ageing clients. Includes access to all Lifestages content to assist you implement a post retirement service for your ageing client.

Develop a tailored offer for baby boomer clients who are still working and planning for retirement.

Identifying and supporting the needs of clients in the early stage of retirement.

Understand the needs of clients in later retirement. Develop relationship with families who take an interest in financial affairs. Discuss aged care considerations and strategies.

Support the spouse and family of the primary client after their passing. Build empathy and help with estate and trust administration.

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