Many clients worry about their retirement savings lasting their lifetime and some are apprehensive to discuss the issue – even with their financial professional. Join Allianz for “The Value of Income Planning® (VIP): Changing Focus from Accumulation to Income” and learn about a repeatable and easy-to-use retirement income process for starting these important conversations. You will walk away with a simple process and supporting tools to engage your clients in identifying potential retirement income-gaps and solutions.
The Value of Income Planning® (VIP)
Wednesday, April 26th at 2:00pm EST
Click here to register.
Want a preview?
- Allianz VIP Client Brochure
- Allianz VIP Retirement Income Worksheet (for client use)
- Allianz – Add more value to retirement income conversations (rep use only)
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