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
|