Be clients' go-to resource for all things retirement planning.

A series of retirement accounts set up is not a plan, and it’s time prospects understood the difference. Enter Retire for L.I.F.E.

Matt Schuller created Retire for L.I.F.E. to help consumers plan when he realized other programs weren’t cutting it. With Retire for L.I.F.E., clients get a true plan, and you get more than just a presentation.

This is a full sales and buyer conditioning process hosted at a college or university so there’s no feeling of a sales push. We show you how to fill the seats, how to present the info, and teach you the software to implement the plan.

A solution from start to finish.

More than a presentation. A true buyer-conditioning process.

How to find the location and room to host

Fill seats with our turnkey advertising strategies

Guidance on how to present the information and supplemental materials

Sales cycle process training from 1st to 3rd appointment

Direction and support on how to build reports in software and present to consumer

Access to the advisor that created the program and content throughout

People getting close to retirement want nothing more than to be informed and feel in control of their savings.

Show them how to plan for a reliable income with this program that leaves them feeling empowered and you as a trusted resource.

You’ll advise pre-retirees in all areas of retirement planning, including L.I.F.E.

Liquid

Covering basic living expenses and major upcoming purchases.

Income

Ensuring they have resources for guaranteed income.

Future

Protecting them from future market volatility and risks.

Estate

Providing a lasting legacy for their loved ones.

Retire for L.I.F.E. helps prospects think outside the box.

When it comes to retirement planning, encourage them to take control of their financial future and ensure their plan combats the most common retirement risks they’ll face. The program includes:

Adaptable presentation that can be used in multiple settings.
Presentation and sales process training from founder Matt Schuller.
Personalized marketing and workshop assets.
Facebook advertising and direct mail advertising.

Give them the confidence to retire once ... to Retire for L.I.F.E.

Ask your sales team for the latest program stats, including how advisors are increasing their business with it! Call 800.992.2642 to learn what it’s all about.