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Marketing Tools & Resources
Engage Clients & Leads | Generate Referrals | Host Live Seminars | Webinars | Attract Prospects
Email Templates | SMS Messaging | Phone Scripts
Live Seminar | Webinar Presentation Tools
Live Seminar | Webinar Invitations
IFW Retirement Roadmap Fact Finder Template
Advertising Assets
Engage Existing Clients & Prospects : Use these templates and scripts to promote your custom web page and generate Retirement Roadmap requests from your existing clients & prospects! (Email - Phone - SMS)
Engage Clients & Prospects (PDF Format)
Follow Up w/ New Prospects: Use these templates and scripts to help convert new leads into clients. Offering a complimentary Retirement Roadmap is a proven way to provide value and earn trust! (Email - Phone - SMS)
Follow Up w/ New Prospects (PDF Format)
Generate Referrals: Nothing beats a warm referral! Use these templates and scripts to help you generate new referrals that want a Retirement Roadmap from you! (Email - Phone - SMS)
Generate Referrals (PDF Format)
IFW RETIREMENT ROADMAP EXPERIENCE SEMINAR PRESENTATION .PPT
IFW RETIREMENT ROADMAP EXPERIENCE WEBINAR PRESENTATION .PDF
LIVE SEMINAR EVALUATION FORM
LIVE RETIREMENT ROADMAP WEBINAR FULL PRESENTATION
IFW Retirement Roadmap Fact Finder (Fillable).pdf
Content Library
Retirement Calculators
Retirement Savings Calculator
401 K Calculator
401(k) Comparison Calculator
Retirement Income Calculator
IRA Calculator
Social Security Calculator
Save for Retirement Calculator
Taxes in Retirement
The Tax Triangle
Tax Efficiency in Retirement
What is a 1035 Exchange
Tax Efficiency in Retirement
5 Overlooked Deductions
Social Security
What Do You Really Need to Know About Social Security?
Social Security and the Self-Employed
Retirement Income Planning
Selecting the Right Fiduciary
8 Things To Know About Annuities
Retirement Income Expert Tom Hegna
Average vs Actual Rates of Return
The Rule of 4%
Healthcare in Retirement
Medicare in “Un” Retirement
HSA Tax Benefits
The Healthy Pickleball Phenomenon
Leaving a Legacy
Keeping Your Estate Plan Updated
Leaving a Proud Legacy
Advantages & Disadvantages of Whole Life Insurance
What is a Life Settlement?
Facts About Permanent Insurance
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