August 21, 2025
Use Retirement Homeroom to Lead Focused, Results-Oriented Client Meetings
Lead clients to the Flex annuity product solution that best meets their needs.
Strategizing for retirement is complicated. Your clients are navigating questions, concerns, and maybe even a few misconceptions. Retirement Homeroom gives you a practical framework for productive conversations that lead to action.
From Uncertainty to Strategy
Most clients come to you unsure where to start. They’re concerned about outliving their savings, making the wrong choices, or simply not knowing enough. Retirement Homeroom gives structure to the conversation by focusing on three steps:
- Assess— doing the homework needed to evaluate their current financial situation for a clear picture of their starting point.
- Plan— establishing financial objectives and making a strategy to achieve their goals
- Act— choosing the retirement solutions that best support their strategic objectives
As a financial professional, you can walk them through these steps 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.
Put it to work in your next client meeting—and turn uncertainty into clarity.
More ways to use Retirement Homeroom with prospects and clients:
Retirement Homeroom 2.0 | National Life Agents’ A+ Advantage
We’re Here to Help
Click here to contact your Retirement Services Relationship Manager.
TC8300497(0825)1
