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.
Executive summary-level reporting includes aggregated results for all of your clients.
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.
A presentation that walks preretirees through a three-step process to help make their retirement visions a reality.
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