Legacy Planning is More Than Estate Planning
This three-step process can help your audience understand why an effective estate plan is only one part of a larger legacy plan.
This three-step process can help your audience understand why an effective estate plan is only one part of a larger legacy plan.
Here are some ideas to help your audience manage their time in retirement with a sense of purpose and contentment that will improve Return on Life.
Eric Clarke, founder and former CEO of Orion Advisor, shares his experiences transitioning into retirement.
ROL Advisor’s Mitch Anthony shares a story about a former doctor learning how to make an impact in retirement.
Three reasons why your audience should consider working with an advisor to build a sabbatical into their retirement $Lifelines.
Hear how ROL Advisor member Randy Franklin uses a story to coach clients nearing retirement on the importance of what they are retiring TO.
Hear how ROL Advisor member Joni Lindquist shares the ROL Index and $Lifeline with prospects to differentiate the experience she provides.
Encourage folks who are relocating in retirement to build a new social network that will improve their new home’s Return on Life.
In Part 3 of this three-part video series, Steve Sanduski, CFP® reviews how following a Palette of Life Model will change retirement planning.
In Part 2 of this three-part video series, Steve Sanduski, CFP® explores what's driving the multi-stage or Palette of Life model of retirement.