The essentials of approaching retirement
An 'Essentials of' brochure focused on those who are approaching retirement, designed to build high-level understanding and generate interest.
You should only email clients and/or prospects who have the appropriate marketing permissions recorded in Xplan or IO.
Benefits
- Covers what people approaching retirement should be aware of to achieve their dream retirement.
- Emphasises the importance of expert advice in reaching this goal.
- Professioanally produced and branded to build credibility and trust.
How to use
Click on the 'Personalised PDF' tab above and add your details. Please use the photograph from your Quilter.com adviser profile.
Once downloaded, this guide can be printed or emailed to prospects/clients.
Use this to
You can add your own details and personalise this PDF, which can then be downloaded.