This conversation script has been developed to help you set the expectation during different lifestages over retirement. Increased longevity means that clients can expect to live about 30 years after they retire. This has implications on the amount of wealth needed to retire and the services that they will require during retirement.

At peak accumulation stage it helps the client plan for retirement and also offers them the comfort that you or your practice will be able to help them navigate through this stage of their lives and will be there for both the primary client and their families.

This document is part of the starter pack. If you have purchased the starter pack you have access to this document.