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SMS Financial Solutions

Attract Leads With a Customizable Retirement Planning Guide

Part of an Entire Turnkey Marketing System

Get a FREE, lead-generating guide that educates consumers on retirement decisions and positions you for sales, not just once but for a client’s entire lifetime.

Get the FREE “Your Core Retirement Decisions” guide

An SMS marketing consultant will contact you soon with information on how to get a version of the guide to personalize and how to get access to a retirement planning presentation and marketing materials so you can conduct and promote in-person or virtual workshops.

Your Core Retirement Decisions
Complicated topics explained clearly
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Dominate Your Market

Dominate your market as THE most-trusted advisor, when prospects and clients rave to their friends and family about how you’re helping them. The guide’s easy-to-understand timeline resonates with preretirees and retirees by defining distinct retirement decisions they’ll need to make at specific and general ages, while also showing the complexity of retirement and the need for a professional navigator — you!

Key Retirement Ages - Get the Guide

Get the Entire Retirement Planning Marketing System

The guide is even more powerful when used as part of a turnkey process that’s exclusive to Senior Market Sales® (SMS) and proven to convert leads to appointments, and appointments to lifetime clients.

Compliant Retirement Decisions Marketing Materials

website-icon-circle-1-ff671d Use the compliant, ready-to-customize postcards, posters and social media ads and posts to market educational workshops either virtually or in-person, and in either individual appointments or public, group events.

Your Core Retirement Decisions PowerPoint Presentaton

website-icon-circle-2-ff671d Educate these warm prospects by using the PowerPoint presentation on retirement decisions.

Your Core Retirement Decisions Guide

website-icon-circle-3-ff671d At your presentations, offer attendees a free digital download or printed copy of the retirement guide — customized with your contact information on the cover — as an incentive to book an appointment.

Showcase Your Expertise

You don’t have to be an expert on every retirement topic covered in the guide to benefit from using it. Highlight your area of expertise with prepared, ready-to-use PowerPoints that dive into individual retirement topics, whether that’s Medicare, annuities, life or long-term care insurance, Social Security planning, tax efficiency or investments. Talk with an SMS marketing consultant to learn about the other available presentations and how to use the guide to showcase your area of expertise.

Presentations in Client Stream

More Than Just a Lead Generator

The guide and all the SMS marketing materials can be avenues to expand your business. When you reposition yourself as the main contact for all of a client’s retirement needs, you fortify your role in a today's increasingly competitive and challenging industry. You can do this by offering other retirement planning services and products yourself, and/or by referring clients to other trusted professionals. SMS is leading the industry with new opportunities for insurance and financial planning professionals to meet the consumer demand for convenient, all-in-one-place retirement guidance. Talk with an SMS marketing consultant about repositioning your role as a retirement navigator.

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