April 14, 2025
How to Use Retirement Homeroom to Guide Client Meetings
Lead clients to the Flex annuity product solution that best meets their needs.
In today’s increasingly complex retirement planning landscape, financial professionals need tools that don’t just inform—but engage. That’s where Retirement Homeroom comes in.
This client-facing educational platform is more than just a resource hub. It’s a structured, conversation-guiding tool designed to help you lead impactful one-on-one meetings that both educate and empower your clients—while naturally opening the door to annuity solutions.
From Confusion to Confidence to Action
We’ve all met with clients who feel overwhelmed by the idea of retirement. They have questions, concerns, and maybe even a few misconceptions. Retirement Homeroom simplifies the conversation by helping clients understand.
- How much income they’ll need in retirement
- How long their savings might need to last
- The potential risks to their retirement strategy
As a financial professional, you can walk them through these concepts step-by-step using Retirement Homeroom’s intuitive framework. Each section provides educational content that’s easy to digest, making it ideal for guiding live discussions—whether in person or virtually.
See how Retirement Homeroom can elevate your next client meeting.
