Preview the exact same slide decks that Tom uses to put on presentations. Try a few of them in an appointment to see how well they work. Then, put on your own seminar with over 100 slides!
In order to retire happy, your clients need a plan, and with these four slides, you can show them the blueprint they need to actually enjoy retirement. Demonstrate the importance of covering basic expenses, guaranteeing a portion of income, and optimizing a discretionary retirement portfolio.
Tell one of the most powerful stories about your industry. Only life insurance companies can manufacture mortality credits. The story in these four slides will show your clients exactly why they need to work with you and how your products create the optimal retirement!
Show your clients the importance of understanding their Social Security benefits. Educate them on the earnings test and taxation of their benefits because they need to calculate how they plan to cover basic expenses in retirement using guaranteed lifetime income.
Do your clients want to be happy or unhappy in retirement? Perfect your own presentation of this powerful message. Tell your clients they don’t have to live a “just in case” retirement.
These 95 slides have been optimized to demonstrate the importance of both Paychecks and PLAYchecks. Show your clients how the optimal retirement plan provides income they can never outlive.
Use over 100 slides to customize your own presentation on Social Security benefits based on your client’s unique situation. Help them maximize their benefit, and they will ask you to help with the rest of their plan!