New Innovations in Retirement Leadership
- Sep 19, 2012
- Written by Mike O'Brien, Director, Retirement Marketing
We have been committed to helping financial advisors and clients achieve their retirement goals for over 60 years... It continues today with our new retirement center.
Designed with input from financial advisors like you, the retirement center provides information to help you expand your business and tools to support your needs as you develop your clients’ strategies for retirement.
Take a moment and look around! Below are some highlights to check out:
The Retirement Post
You are here! The Retirement Post provides a steady stream of relevant retirement information ranging from investment solutions to helpful tools that you can leverage when talking with your clients. You will see insights from within Franklin Templeton, as well as industry thought leaders. You can also post comments and rate posts. Make sure you bookmark this page and come back often.
Check out our ever-expanding suite of retirement related resources. From tools to help with analyzing mutual funds for 401(k) plans to thought-leadership on retirement income— and let’s not forget, tips for helping your clients figure out when to start their Social Security benefits. The Retirement Resources Center is categorized into Working with Individuals and Working with Employers & Plan Sponsors to help you find what you’re looking for.
Join the Conversation
We want to hear from you! The most important voice in the retirement conversation is yours. On several pages throughout the retirement center, you will notice a box that says “Give Us Your Thoughts.” We are looking for your insight within the retirement space from your direct experiences of working with clients. Questions will change from time to time and are different throughout the site. Your input will help guide our continuing retirement efforts, so be sure to give us your thoughts.
Our Investment Solutions section provides ideas to help support the conversations you are having with your clients. If you are looking for a suite of resources on a particular topic, such as retirement income or prospecting for 401(k) plans, and whether you are Working with Individuals or Working with Employers & Plan Sponsor, we have sales programs to help. Take a look, you will probably find something you can use for your next client meeting.
At the end of the day you come to us for innovative investment products that compliment your clients’ portfolios. On a number of pages you will see a section called Fund Focus, which will link you to either wealth building strategies for when you’re working with individual investors, or DCIO fund highlights for when you’re working with employers & plans sponsors.
What you see today is just the beginning! In the weeks and months to come, new retirement income materials, DC plan thought-leadership, and online resources will continue to be introduced.
As always, your feedback will help us stay focused on providing you with resources to meet your clients’ retirement needs. Have suggestions? Just send an email to firstname.lastname@example.org with your ideas.