As agencies look for powerful ways to grow in 2019, there are few opportunities that can rival scaling your agency’s retirement planning offers. 

The retirement planning market is a key leadership opportunity for agents and advisors. Clients that receive comprehensive retirement strategies from their advisors are far more likely to trust that advisor’s suggestions for product sales. Who better than Curtis Cloke, co-creator of the American College’s RICP® designation and top-of-the-table producer, to lead this conversation? Curtis can share proven strategies, systems, and RetireRight, his new offer to help train and grow retirement planning practices across your agency.

• Gaining a competitive advantage through retirement income planning 
• How our industry has the best products to solve client challenges 
• Helping advisors get over the fear of presenting insurance products in retirement planning

• Expand their practice through retirement income planning  
• Compel clients to take action
• Shape the agent/advisor mindset for success
• Learn the products, services, and tools to thrive

RetireRight was created to help your agents and advisors who want to provide their clients with an exquisite retirement planning experience, but don’t want the hassle of learning yet another system, a metric ton of back office work, or going it alone. 

In addition to best-in-class agency/advisor training, RetireRight produces sophisticated, stress-tested retirement income plans for clients along with actionable insights that reveal products suggestions and net steps. 

RetireRight’s service bundle for your agents and advisors includes: 

• Back office support for retirement income analysis
• Client presentations and insights delivery support
• Plan scenario development and case-centric coaching
• Professional plan reports with recommendations and action steps 

All with the knowledge and guidance of a Curtis Cloke-trained team! 

Limited hassle and low learning curve: RetireRight generates insights and recommendations that perfectly cue up the agent/advisor to discuss the retirement income products your firm can provide.