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Alliance for Lifetime Income: Own the Base
March 17, 2021 @ 1:00 PM - 2:00 PM
Building on the successful “Conversations of a Lifetime” program, the Alliance for Lifetime Income is excited to share “Own the Base.” The program distills insights from a number of research studies the Alliance and its partners have conducted into a streamlined approach highly relevant to consumers.
The program covers: Research-based advice for Financial Professionals to address retirement planning holistically; how to manage client emotions to help them feel positive throughout planning; guiding clients through a structured needs-based planning process that will prepare them for a happy and successful retirement.