Are you positioned to educate and guide your clients on their retirement strategy?

While two-thirds of respondents claimed to be working with a financial advisor, their lack of knowledge suggests advisors have not done a good job educating their clients

IPU Registration

And knowledge of annuities as a retirement income strategy was the
lowest of 11 key issues covered.
While two-thirds of respondents claimed to be working with a financial advisor, their lack of knowledge suggests advisors have not done a good job educating their clients.
Are you positioned to educate and guide your clients
on their retirement strategy?
Educate yourself and your clients by attending Legacy’s Income Planning University.
DateLocation
February 19, 2015Fort Lauderdale, FL
March 26, 2015Mount Laurel, NJ
May 12, 2015Kansas City, MO
June 11, 2015Houston, TX
September 10, 2015Denver, CO
Call the team at Synergy for more information.
 

1.The American College RICP® Retirement Income Literacy Survey (September 2014). Results based on a survey of Americans age 60–75 with at least $100,000 in investable assets.
   
LMG3725v0115_LMGFOR BROKER USE ONLY. NOT FOR USE WITH CONSUMERS.