New Retirement Rules Class
The New Retirement Rules Class is our most effective prospect marketing campaign. Each month, we host a New Retirement Rules class, held at a local college or university, where we invite highly qualified prospects aged 59-66 to attend. Attendees are presented with economic and financial information they’ve likely not heard before and are given the opportunity to receive our Essential Reports Group customized for their situation. On this page, you’ll find:
- a recorded video presentation of the class,
- a link to download the PowerPoint presentation, and
- a link to the order form to submit to your Rocket Productions Systems concierge to schedule a class in your market.
New Retirement Rules - 2024 Simulcast Presentation
The video presentation above is from the simulcast of the NRR class on Feb 3, 2024.
Wills & Living Trusts Seminar Presentation 2024
The video presentation above is from the Wills & Living Trust Seminar in May 2024.
For more information or to schedule your own Wills & Living Trusts seminar, please contact your Advisor Concierge at 866-921-3622.