Resource Center

In the Resource Center you will find all the Retirement 101 Course and Appointment Documents.

Retirement 101 Course Downloads: 

Planning & Prep:


Retirement 101 Course Confirmation Process

Retirement 101 Course Checklist

Retirement 101 Course Spreadsheet

Retirement 101 Course Stats Spreadsheet

Inquiring about space at Universities verbiage

Retirement 101 Course Binder Materials:


Retirement 101 Template for class

FTA Class Binder Handout

FTA Class Binder New Office Map

FTA Class Binder Title Page

FTA Class Binder Workshop Eval

FTA Class Binder Articles for Seminar

Presentation Tools:


Retirement 101 PowerPoint

Condensed Slides for In Office Use Only (IAR)

Post-Course:


1st Appointment Confirmation Letter

1st Appointment Information

Financial Planning Analysis Form

All files:


Download all Files

1st Appointment Downloads:

Pre Appointment:


Appointment Confirmation Call Verbiage

1st Appointment Confirmation Letter

1st Appointment Confirmation Process

Appointment:


1st Appointment Q&A

Client Preference Questionaire

2nd Appointment Downloads:

Pre Appointment:


Appointment Confirmation Call Verbiage

2nd Appointment Confirmation Process

Prepare for 2nd appointment - Scans, PBDXL, Tickers

Lloyds of Indiana Channel Binding Machine

Preparing Written Retirement Financial Plan

Plan Documents:


Template - Written Retirement Financial Plan Couples

Template - Written Retirement Financial Plan Single

Portfolio Breakdown Template

Plan documents for AUM

Help Documents:


Qualified Vs Non Qualified List

Sample Pending Business Report

Sample "Thanks to Old Broker" Script

Other Appointment Downloads:

Pre Appointment:


Review Appointment Confirmation Process

3rd Appointment Confirmation Process

Other Appointment Confirmation Process

Binder Delivery Appointment Confirmation Process

Binder Delivery Appointment:


Sample Binder Docs

Preparing A Personal Financial Inventory Binder

Template - Annuity Summary