Help Your Retired* Clients Stay Organized While You Stay Top
The 2020 Retirement Calendar Checklist Gives Retirees More Time
to Enjoy Their New Phase in Life…
- Nearly 50 important dates or actions retirees
must review throughout the year…
- A must-have in your communications toolkit…
Complete your order today and get a PDF version
Yes, I want
to order my branded 2020 Retirement Calendar Checklist for the
low price of 62 cents per day—Just $227.
Retirees can get busy. I bet you’ve heard them complain
about it, too.
Many never expected that time management and organization would
be a challenge in this new life.
But it is, and people quickly discover there are quite a few
things about retirement life that they need to track. For instance,
while in the workplace many people never managed their federal
and state tax withholding. Their employer did that.
Now they’ve got to send estimated taxes to Uncle Sam four
times a year, in addition to organizing and filing taxes.
And then there’s Medicare.
No one ever told them the reality that health coverage after
65 would require tracking and paying premiums to a hodge-podge
of programs with new rules and offerings every year. More dates
and deadlines to follow—not to mention the additional
sting of paying more than necessary when annual renewal options
The Busyness of Retirement
Now, imagine that every time your retiree clients return to
their desks for a dose of paperwork, they see you on their bulletin
board, watching out for them every month, gently reminding them
of key things they must get done.
Introducing the Retirement Calendar Checklist
That’s why we’ve designed the
2020 Retirement Calendar Checklist. So you
can remove a little pain from your clients’ lives by acting
as their retirement guide star over important dates, details,
and deadlines throughout the year.
Retirees want to travel, enjoy grandchildren, and pursue new
interests they couldn’t before. They want to keep stress
to a minimum. That’s where the 2020
Retirement Calendar Checklist comes in.
It has important dates in retirement life organized by month,
with space to mark off each task after it is finished.
Retirees can know at a glance what is coming up and what needs
to be put on the “to-do” list over the next month. 2020 Retirement Calendar Checklist includes
four main sections:
Key Deadlines Calendar: The front portion of
the checklist lays out 26 potential dates, deadlines, and actions
your clients need to know. Not every single one will require
action by every single client. But many will. Plus, the calendar
always reminds them to check with you for any question that
Important Birthday Milestones: The back of
the 2020 Retirement Calendar Checklist
includes a chart called “Birthday Milestones.” There
are eight retirement-related dates starting at age 55 and going
through age 70 ½. Each milestone grants a benefit or
signals the need for action. For instance, at 55 you can take
penalty-free distributions from a 401 (k) if retired. At age
70 ½, as you know, a retiree must start taking IRA Required
Annual Review: We know some retirements can
stretch for 30 years or more. Things change and important decisions
made at an earlier point may need to be revisited and revised.
This section of the 2020 Retirement
Calendar Checklist asks your clients to review
decisions they’ve made about such topics as health care
directives and proxy, power of attorney, wills, trusts, beneficiaries,
and other issues about gifting, taxes, and investments.
Final Quarter Tasks: The last quarter of the
year is busy even in retirement. This chart on the 2020 Retirement Calendar Checklist helps
your clients get organized for the end of the year activities,
many of which will impact their taxes, such as reviewing investment
gains and losses, tracking charitable donations, funding college
accounts, and other items that should be addressed before year
Add Your Personal Branding and Custom Color
One great feature of the 2020
Retirement Calendar Checklist is you.
Your picture, logo, and contact info will be right on the front
of the checklist, and right on your clients’ bulletin
board. (Bulletin-board marketing—helpful, concise information
for clients and prospects—is a simple, effective way to
deliver value to clients and prospects throughout the year.)
When you send the 2020 Retirement
Calendar Checklist to clients, prospects,
and strategic allies, you’re showing people your commitment
to them as their retirement planning expert. And don’t
be surprised when people start asking for copies for friends,
colleagues, and family members.
So make the 2020 Retirement Calendar
Checklist part of your client service
toolkit. It’s a sound investment in your business, your
clients, and your brand.
Pick a color to compliment your brand
Stay Top of Mind All Year Long
This two-sided, 8.5 by 11 coated calendar is perfect for pinning
to a bulletin board. Your clients and prospects will find themselves
glancing at it every month to make sure they’ve taken
key steps in their retirement business affairs.
8 Reasons to Get a Branded 2020 Retirement Calendar Checklist
Because it’s helpful to your clients.
Who else is reminding them to pay attention throughout the year
to the important dates, deadlines, and actions needed for people
to stay organized and on-track? And when they see your face
and contact information, once again, they’ll be reminded
that you’re the first person to turn to when they need
Because it reinforces your brand as a retirement expert.
Thousands of boomers are looking for the right advisor
right now. They’re in their peak earnings years and starting
to plan for retirement. They know it’s complicated and
will need help. They’re searching for someone like you.
Because mistakes can be costly. Things slip
through the cracks and mistakes happen. But retirement is not
the time to get dinged for forgetting an important finance and
health insurance matter.
Because it inspires confidence. People want
to be reminded of the great decision they made to hire you,
especially now that they’re transitioning into retirement.
When they see you on the 2020
Retirement Calendar Checklist each
month, it’s like a little deposit in the bank of credibility.
Because it reinforces your value to your clients.
Clients want to be sure they’ve made a smart decision
hiring you to guide their retirement. By showing them the many
details that still need tending to, even in retirement, you
show that you care and that you are competent to handle those
details when needed.
Because it shows you’re thinking about your clients’
retirement life holistically. It’s not just
about what happens in your office. It’s about what happens
in your client’s life that really matters. This simple,
important guide demonstrates this point perfectly.
Because it’s an easy-to-implement campaign.
Send the Retirement Calendar Checklist to
any client over the age of 50. It’s important to get this
in front of people—client and prospects—so everyone
is thinking about their present and future retirement.
Because it’s smart client service. And
it’s easy to do. So don’t pass up this “touch”
for your clients in 2020.
Select your color scheme and quantity, then click below to order
FOR INSTANT SERVICE Call Toll Free: (888) 336-6884 ext. 1
(Outside U.S.: 1-212-343-8760)