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Co-create a retirement income plan with your clients
The HelloLife program and planner offer you a unique chance to give your clients a truly interactive retirement income planning experience. You’ll be able to walk through their assets and expected expenses to customize a program that provides certainty and potential growth, ultimately answering the question “am I going to be ok?”
The HelloLife retirement income planner and HelloLifeRetirement.com (consumer website) will go live next week.
Start preparing:
- Online learning: Understand more about the retirement income market and look for opportunities in your business, available on The Learning Centre.
- Order marketing materials: Client materials are now available to order – see the full list on Your Key Connection.
- Application forms: Everything you need to process business will be available for order in October.
- Compensation: For more information on HelloLife compensation, check out Your Key Connection.
- Contact us for more information: Set up a time to meet with your wealth management sales partners at the sales and marketing centre or your regional director, Gold Key Advisor Practices to learn more about the HelloLife program, and what it offers you and your clients.
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