Retirement Plan Process
This process contains multiple presentation pieces in a modular format. Some points to consider:
- You may use this process in any fashion you wish
- The entire binder as presented is both a presentation piece (generic version) or a client piece containing specific client information
- It is modular; you may pick and choose the modules that suit you and/or you may use as a presentation or client specific product
- Branding is up to you. Please note while each module in this presentation piece is approved; it is NOT approved for you or your brand. You must run through RegEd but list that the material has been previously approved.
- If you outline your needs, Jennifer Verges will brand your presentation, but you must have your presentation approved by RegEd before use.