Example
Retirement income planning
Sent to you before the call
- Retiring
- Next year
- Money they told us about
- IRA and brokerage accountsThe amount they gave us is in the brief
- Wants to talk about
- Turning savings into monthly income
- Meeting
- Time, phone, email, Zoom link, and whether a spouse is joining
This is an example, not a real person. The money amounts come from what the prospect tells us on the phone. We do not see their statements.