Page 5 - IPI Educational Programs and Resources [2.16.20 Version]
P. 5
Resources
Financial professional articles
• Risk management and retirement readiness series
- Part 1: Educate clients about risk management strategies in retirement
- Part 2: Calculate clients’ retirement readiness
- Part 3: A client-centric approach to retirement income planning
- Part 4: The bene ts of a Retirement Income Policy Statement
• Delivering advice in times of uncertainty: Helping clients overcome nancial fears
Financial professional tools
• Pre-appointment checklist
Client articles
• The impact of market volatility in retirement
Client worksheets
• Retirement income worksheet
• Prepare for the retirement you want
• Retirement risk assessment worksheet
Curriculum Guide 5
