Defining the needs for this demographic.

The 5 life stages of the 3rd Age Solution explained. 

Facts on baby boomers and their possible impact on your practice

Strategies for increased profitability, client retention and practice longevity.

A checklist to help a client prepare personal and  family information for a meeting.

How Post Retirement Services offers enhance practice defendability

Moving to Trusted Adviser status with the family

File Type: MP4 video

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.

Preparing the way for client retention.

Conversation Script which introduces the lifestages concept and the importance of planning for retirement.