Page 15 - IPI Educational Programs and Resources [2.16.20 Version]

Excel in “major” events: Sustain peak performance in the biggest moments
Pressure and distractions, particularly in times of uncertainty, take their toll on productivity. Learn the mental toughness strategies used by sports champions to perform at their best under adversity.
You’ll learn how to:
• Prepare for anticipated conditions (transfer training)
• Reestablish essential routines
• Communicate needs and support those of others
Make your mark in 33 minutes: Use income planning to capture clients
Connect with clients with a retirement income planning conversation. Learn how to introduce relationship building into the planning process and how to make the process ef cient, simple, and compelling.
You’ll learn how to:
• Use strategies for building trust while you strive to better understand clients and prospects
• Uncover tools to empower clients to motivate them to take action
• Put Delaware Life’s resources into practice as you create and execute an income plan
Resources
Financial professional articles
• Delivering advice in times of uncertainty: Helping clients overcome nancial fears
• Make your mark in 33 minutes: Use income planning to capture clients
Financial professional videos
• Help clients overcome nancial fears in uncertain times
- Part 1: Emphasize
- Part 2: Prepare
- Part 3: Focus on opportunity
- Part 4: Act
Speaker/consultant
• Dr. Jensen is available on a select basis to present at conference calls, webinars, and meetings.
Curriculum Guide 15