Complimentary White Paper – Marketing Yourself as an Income Distribution Specialist.
As Baby Boomers move into the retirement cycle and begin taking distributions from accumulated assets, your clients’ needs will shift to Income Distribution. Even clients who considered themselves do-it-yourselfers in the accumulation phase will now seek assistance from financial advisors in structuring their distibutions to help ensure reliable income through retirement.
Please provide the following information so we can email you a link to the white paper, Marketing Yourself as an Income Distribution Specialist. This paper provides marketing strategies and messages for attracting prospects who need help turning their retirement nest egg into retirement income.
Helping advisors master the financial and emotional aspects of retiring a client.