Introduction to the 3rd Age Solution - A post retirement services implementation system.
The business case for a 3rd Age Strategy in your practice. This document is a must read for practice principals.
A starting point for those looking to implement estate planning services.
The 5 life stages of the 3rd Age Solution explained.
Facts on baby boomers and their possible impact on your practice
The reason why planning is vital for post retirement services
Provides a practice vision for longeity and revenue
How Post Retirement Services offers enhance practice defendability
Moving to Trusted Adviser status with the family
Factsheet explaining the concept of the 3rd Age Solution.
How to use the 3rd Age Solution
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.
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.
Duration: 3.2 minutes
Filesize: 66.5MB
This video explains the lifestages approach adopted by the 3rd Age Solution.
Duration: 12:45 minutes
Filesize: 19.1MB
Duration: 3:14 minutes
Filesize: 15.7MB
Duration: 9.21 minutes
Filesize: 13MB
Turning Adversity into Profit - The impact on profitability and adviser morale of losing a major client
Register for access to 3rd Age Solution Introductory Material.
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