How to Retire Well
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This month we’re tackling retirement. Whether your clients are nearly there or are only a few years into their careers, the information is sure to help them get on track to meeting their retirement goals.
What’s in the Box?
Although it’s suggested that people save up to 12 times their current income in order to making their lifestyles in retirement, in reality the number varies for everyone depending on several factors. The U.S. and Canadian marketing flyers outline five considerations to make when estimating how much money you’ll need in retirement. The piece also offers strategies for catching up to get retirement savings back on track. This is a character piece that provides you the opportunity to connect your clients with a financial planner or other financial professional in your network.
The Alternate outlines the most popular retirement savings options people choose to help them achieve their retirement goals. This is both a character and competence piece; if you’re a financial planning professional, use the piece to help highlight your expertise and guide your clients through the retirement planning process. If you’re not a financial planning professional, use the piece to connect your clients to a reputable financial planning pro in your network.
Regardless of which kit you subscribe to, don’t forget to include the type of referral you’re looking for this month at the bottom of your cover letter.
Pop-By Ideas
- A reusable bag that your clients can use when they go apple or pumpkin picking.
- Give A+ clients with school-aged children a back to school kit that includes pencils, erasers, a ruler and calculator.
- Host a Labor Day barbeque for your A+ clients. Pop-By with an invitation to the event.
What to Say: Follow-up Calls
Standard/Canadian:
“Saving for retirement is a goal for many people. The information I sent this month may help you estimate how much you’ll need to save in order to meet your retirement goals. It also offers tips to help you get back on track if an unexpected life event has prevented you from saving as much as you had hoped. Remember, I’m never too busy for your referrals and would be happy to follow up with them.”
Alternate:
“If you’d like to save more for retirement, there’s never been a better time to do so. The information I sent this month is intended to offer insight into the various popular retirement savings options. Remember, I’m never too busy for your referrals and would be happy to follow up with them.”
Business-to-Business Ideas
Standard: Offer a coupon or discounted service to a local business in your network.
Canadian: Offer a coupon or discounted service to a local business in your network.
Alternate: Offer a coupon or discounted service to a local business in your network.
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