RMD Workshop
Dave Scranton’s RMD Workshop Video
Most retirees know little about their Required Minimum Distributions and are eager to learn. You can provide this much needed service, and posture yourself as a financial educator qualified to help them understand whether their asset allocation is right for taking RMDs.
Prospects Follow-up Email Template
Dear (PROSPECT), We hope to share with you at your
Feedback Form
What was most beneficial about this class? _________________________________________ What was
Confirm Letter
We have included a confidential information questionnaire for your perusal.
