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.
In Part 1 of this three-part series, Steve Sanduski, CFP® defines our current three-phase retirement model and how it is evolving.
Here are two reasons why you should consider plotting a dream vacation right next to retirement on your $Lifeline.
8 seasonal employment options that could add some variety to clients' retirement routines and improve Return on Life.
Here are three important conversations that couples should have about retiring at different times and keeping their plan in sync.