It took me a decade, working with multiple high-net-worth clients, to understand and come up with a
blueprint for retirement planning. And if you have been in the industry long enough, you will understand that retirement planning is actually one of the keys to opening up big cases.
Here’s a fun fact: Many of the advisors in the market today are only taught how to do retirement planning when to comes to money and asset yet today clients are looking for more than that!
They are looking for somebody that not only know how to manage their money & asset but also somebody who can generate a comprehensive retirement plan to give them a purposeful retirement.
In this offline workshop, I will show you my personal strategy to get clients knocking my doors to talk about retirement LIVE. I will also share with you some templates scripts and framework that you can use right away to chart a successful retirement plan for your client.
This workshop will be for advisors focusing on the Singapore and expat markets, including understanding the CPF system, optimizing CPF LIFE for lifetime income, and exploring additional savings and investment strategies like the Supplementary Retirement Scheme (SRS) and private annuities.
Most importantly, you will pick up the skill to learn how to trigger your clients' needs for retirement planning and introduce them to intergenerational planning.
I’ll provide you with tips to help your client maximize their savings while minimizing the lifestyle impact.
It’s gonna be 4 hours of an exciting adventure.
For new advisors, you will learn the foundation required to get started in retirement planning. For experienced advisors, you will learn a few small tricks to get 20% more of your clients to take up retirement planning.
Note: The last time we did a sesssion on retirement planning is in 2022 and by now, many concepts & product features has been upated. So it is time for us to revisit the strategies we apply.