Avoiding the Financial Cliff — Case Exmp #3
Taking an honest look at their situations, while asking their questions outloud to a professional, was key to avoiding disaster. If I hadn’t had the tools to visually communicate and show them their situation clearly, the clients might have found out about the pitfalls of their situation the hard and unfortunate way. I was happy to help point the way out and proud of them for stopping and asking for directions.
As financial advisors, it is not enough to simply recommend products that you believe are a good fit for most people. There is no one size fits all product. The SIPS Retirement Planning System allows the lines of communication to be opened. Together, a successful plan can be built. For more information on how to incorporate the SIPS Retirement Planning System into your practice, click here.
If you enjoyed this article, please share and comment below.
The Retirement Engineer