Australia is experiencing the first stages of the greatest transfer of intergenerational wealth as the baby boomers began entering into retirement in 2012. Traditionally ignored by the financial services industry, clients in the 3rd stage of their lives – heading towards retirement and beyond, control over half of the nation’s private wealth. These clients already exist within your client base. Are you optimising the potential that lies hidden in your files?
 
The following solution is a comprehensive, stepped approach that will transform your post retirement services offer. It consists of proven education methodologies, documents, videos, webinars, expert interviews, tools, conversation scripts and tips for you and your team to develop a robust, relational service for your ageing clients.
 
All the products are available for individual purchase, however, it is our recommendation that you commit to the process by subscribing to the packages. These subscriptions are priced competitively (you can save up to $200 per lifestage compared with purchasing items individually).
 
Estplan has developed a complimentary introduction pack. Access to all the downloads within this pack are free provided you have registered as a member to the Estplan site.