Introduction to LifePlanning

Learn why so many retirement plans fail—and what to do about it—in this FREE 1-hour webinar.


Course Overview

Curious about LifePlanning? The Introduction to LifePlanning webinar will answer your questions.

Retirement Plan Failure by the Numbers

HOPE: Most retirees want to live out their lives in the comfort of home.

REALITY: 70% of retirees will die in an institutional setting such as a hospital, a hospice facility, or a nursing home.

HOPE: Most retirees want to avoid being a burden to their family as they age.

REALITY: 69% of older adults will rely on family members to serve in unpaid caregiving roles.

HOPE: Most retirees want to avoid being a burden to their family as they age.

FACT: A majority of Americans will lose assets to uncovered long-term care costs because they did not plan properly.

Wealth and Legal Documents Don’t Prevent Retirement Plan Failure

If your clientele includes older adults who are thinking ahead to retirement, actively planning for retirement, or already retired, you owe it to yourself to develop a deeper understanding of America’s retirement planning “system” and the way it fails older adults.

Bring the LifePlanning Retirement Planning System to your clients

Helping your clients avoid retirement plan failure has the potential to generate many benefits for you and your firm.

Attract new clients

Improve your service offering

Generate more revenue

Improve your service offering

Differentiate your firm from the competition

Reconnect with previous clients