Despite your best efforts to help your client in retirement or plan for retirement the reality is that 75% will FAIL in retirement.
Clearly not because they did not plan but despite having planned.
Retirement planning is more than just legal planning or financial planning. An effective retirement plan requires coordinating the efforts of some key professionals whom consumers rely on with their different needs.The problem with traditional planning is that few professionals are aware of the impact their recommendations will have on eldercare issues that other professionals might be addressing. These issues essentially render the traditional Estate Planning that consumers rely on as little more than a recipe for disaster when incapacity strikes, which could have been averted if appropriate planning had been done and providers understood the issues in a holistic manner, allowing them to coordinate their recommendations to complement not compete with the efforts of other professionals
Aging Options recognizes that it will take more than any one single professional to truly help a client with the client’s retirement planning needs. To that end Aging Options has developed a LifePlanning solution which is based on a team approach. The benefits of working in a team of like minded professionals is that you can provide a more complete answer to your client, distinguish your services from your competition, and add a new line of revenue source by offering LifePlanning services in addition to the underlying services you already provide. If you are interested in learning more register for a seminar today!