Protecting Your Client's Retirement with Longevity Planning:
Marketing Resource Guide
This comprehensive kit provides:
- Customizable prospecting letters and social posts focused on the importance of longevity planning, particularly in the current environment.
- Generic marketing pieces ready to send to clients to answer their basic longevity planning questions.
- Informative infographics to help your clients determine the right longevity planning options for them.
Kickstart the longevity planning discussion and help protect your clients’ hard-earned retirement savings from unexpected long-term care events.
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This material does not constitute tax, legal or accounting advice and neither Highland Capital Brokerage nor any of its agents, employees or registered representatives are in the business of offering such advice. It was not intended or written for use
and cannot be used by any taxpayer for the purpose of avoiding any IRS penalty. It was written to support the marketing of the transactions or topics it addresses. Anyone interested in these transactions or topics should seek advice based on his or
her particular circumstances from independent professional advisors.
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