From vision to reality

Visualize Retirement eWorkbook

Explore an engaging way to bridge the discussion from the nonfinancials to the financials with your preretiree clients.

Visualize Retirement eWorkbook

Visualize Retirement–From Vision to Reality is built around a digital eWorkbook experience that guides preretirees through a three-step process to create their retirement vision, build a personalized action plan to bring clarity to their vision, and assess their retirement spending needs to make their vision a reality.

In addition to being a fun and engaging experience for preretirees, the eWorkbook offers a unique view into client thinking by providing quality data to help better understand your clients.

eWorkbook Benefits

  • Access to aggregated executive summary-level reporting specific to your book of business.
  • Flexibility for delivery including one-on-one meetings, group workshops and virtual engagements.
  • Clients can easily share their retirement visions with you and others on their support team.

Visualize Retirement icons Who What When Where Why

Sample the eWorkbook and walk through the vision exercise your clients will experience. 

eWorkbook Reporting

Executive summary-level reporting includes aggregated results for all of your clients.

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How it Works

To access the eWorkbook, you need to set up a personalized link. The personalized link enables us to provide reporting specific to your book of business. You will share your personalized link with clients to give them access to the eWorkbook.

Review the User Guide for more information on how it works. 

Get Started

To get started, set up your Visualize Retirement eWorkbook Personalized Link.

Visualize Retirement

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Learn more about the Visualize Retirement Program.
 

Preretiree Workshop

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A presentation that walks preretirees through a three-step process to help make their retirement visions a reality.

Preretiree Checklist

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Walks preretirees through action steps to help realize their visions for retirement.

Contact Us

Broker-Dealer

RIA & Regional Bank

DCIO

Variable Annuity

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