Welcome to NL Edge Your Competitive Advantage

August 13, 2020

More Ways to ENGAGE! New Presentation Kit

Help Your Clients Get Past Debt and On the Road to a Successful Retirement

The average American has 4 credit cards, with approximately $8,400 in debt at a 17% interest rate. This debt can feel like an overwhelming obstacle to your clients as they save for retirement.

Thankfully, you are there to assure them that it doesn’t have to be an obstacle. In this kit, there are options available to help them resolve their debt and save for retirement at the same time. As their financial professional, you can help to guide them through those strategies, with the presentation kit we have created for you here.

Ready, Set, ENGAGE!

Along with the Achieving Retirement Success presentation included here you will also find tailored call prompts, social media posts, and email templates to aid in the virtual connection between you and your clients. Use these tools to show your clients and prospects that you are still here to connect with them, virtually, and ready to strategize with them to reduce the impact of their credit card debt on achieving success in their future retirement.

 

ENGAGE! Toolkit

Go directly to the Achieving Retirement Success presentation kit.