Retirement Planning Course
settings
Join Now
About the Course
Learn How To...
  • The three retirement income approaches & how they work
  • The seven major risks retirees face
  • Capture a prospect’s attention during your first meeting
  • Separate yourself from other advisors
  • Document your client interactions & conversations
Demonstrate
  • Presentation tools for addressing the seven major risks
  • Basic Spending Game techniques to use for retirement planning
  • The importance of not losing money during the 10 most important years of one’s financial life
  • Positioning annuities, life insurance, & investments as part of a holistic plan
Resources
  • Six, 90-minute, weekly sessions
  • Recordings archive
  • Shared documents and resources
  • Access to your coach(es) during live sessions
  • Pre and post course satisfaction surveys
About the Course
Learn How To...
  • The three retirement income approaches & how they work
  • The seven major risks retirees face
  • Capture a prospect’s attention during your first meeting
  • Separate yourself from other advisors
  • Document your client interactions & conversations
Demonstrate
  • Presentation tools for addressing the seven major risks
  • Basic Spending Game techniques to use for retirement planning
  • The importance of not losing money during the 10 most important years of one’s financial life
  • Positioning annuities, life insurance, & investments as part of a holistic plan
Resources
  • Six, 90-minute, weekly sessions
  • Recordings archive
  • Shared documents and resources
  • Access to your coach(es) during live sessions
  • Pre and post course satisfaction surveys
Coaches (Instructors):
Jeremy Shipp
Executive Coach & Master Mentor
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.
Coaches (Instructors):
Jeremy Shipp
Executive Coach & Master Mentor
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.
What members say:

I really like Jeremy's shared approach.  I am more knowledgeable than before which will help my clients, and I expect marked improvement in production. 

This is a great fundamentals course. Jeremy is a comprehensive adviser and I am thankful I took the course.  I would love to learn more from Jeremy.

$600
Live Sessions start May 24th
at 1-2:30 p.m. Eastern

May 24, May 31, Jun 7, Jun 14, Jun 21, Jun 28
settings
Join Now
[bot_catcher]