5.2 Make the Time

Life is busy, and retirement planning is easy to put off. But members who review their plan regularly save more, stress less, and retire stronger. 

By setting aside just 30 minutes each year, you can build confidence in your progress and strengthen your long-term outlook. 

  • Tie your review to your annual statement or tax season 
  • Use reviews to align with your partner on shared goals 
  • Even a 30-minute review once a year makes a big difference 
Book a call with our team for a personalized walkthrough, customized materials, and helpful recommendations on how to bring this solution to your clients and members.

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