Retirement readiness course offers financial professionals potential for more qualified clients

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Independent financial professionals can get in front of a new class of clients by instructing a retirement readiness course from Brokers International.

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“A retirement readiness course pulls an invested audience and because these courses are conducted in a classroom there’s an expectation for more interactivity between instructor and prospect,” said McCarty-Swope.

Independent financial professionals can now utilize an innovative prospecting trend outside of traditional seminar planning to get in front of qualified clients.

Through retirement readiness courses, agents have begun using classroom settings in their community to instruct paying class registrants on financial strategy. Because course attendees have a pre-sold interest, these sessions have become an effective industry tool for delivering receptive prospects to agents.

Brokers International, an FMO who recently unveiled their own retirement readiness program, has seen the impact these courses can have on an agent’s business—especially when a personal finance review session is part of the course curriculum.

“A retirement readiness course pulls an invested audience and because these courses are conducted in a classroom there’s an expectation for more interactivity between instructor and prospect,” said Emi McCarty-Swope, Brokers International’s Vice President of Business Development. “When you add the option for hands-on finance review to this relaxed environment it can bring real potential for appointment setting.”

Brokers International’s own retirement readiness program can also help agents prepare with pre-packaged course materials and a provided coach to advise agents on classroom scheduling, instructing and promoting their course to area prospects.

“For agents who have never done a seminar or those who are looking to enhance their current seminar prospecting, administering a retirement readiness course can potentially attract the motivated clients you desire,” McCarty-Swope said.

To learn more about instructing your own retirement readiness course, visit https://www.biltd.com/seminar-prospecting-packages.cfm or call Brokers International at 800.362.1097.

Brokers International is one of the nation’s largest and longest-standing insurance marketing organizations. Founded in 1955, Brokers International is proud to have a history of offering dedicated resources to help grow independent financial professional’s businesses.

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Courtney Redfern
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