Income for What's Next Strategy®

RETIREMENT INCOME PLANNING TOOLS

Our kits offer a comprehensive set of resources to help advisors develop a custom retirement income strategy for each client including a Social Security benefits claiming strategy.

INCOME FOR WHAT'S NEXT STARTER KIT

This kit includes a client-use brochure, fund flyers, personal assessment and retirement income worksheets, and prospecting tools.

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RE-THINK SOCIAL SECURITY STARTER KIT

This kit includes a client use brochure, frequently asked questions and answers, options for spouses, ex-spouses & widows and prospecting tools. It also includes a quick start guide for using our Social Security Optimizer tool.

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LOOKING FOR ADDITIONAL RESOURCES ON INCOME FOR WHAT'S NEXT OR SOCIAL SECURITY?

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