It’s been said that a goal without a plan is just a dream. In retirement, "the plan" takes on outsized importance in order to make your money work as hard as possible. Fortunately, it’s easy to get a plan that provides a structure for creating personal retirement income. The Women & Incom™ Personalized Analysis is the roadmap for enhancing your female clients' financial security in retirement. The Personalized Analysis:
No strategy more effectively combines at-risk investments and safe-money products. It's the key to helping women Boomers create income security in retirement. Transparent, consumer-oriented and confidence-building, HTS provides practical, real-world advantages that help investors remain invested through all market conditions. HTS is the way to mitigate a series of "big risks" that can derail a woman's retirement security.
With the popularity of online meetings increasing since Covid-19, Women & Income™ offers a unique presentation technology designed specifically for online presentations to prospects and clients. Once the advisor uses the software to create an income plan, DynamicPresenter™ processes the key data to create a visually stunning on-screen presentation of the plan highlights. The result is a super impressive client-facing experience that enhances the overall advisor-led online meeting.