Video Summary
In this webinar, Retirable's CEO, Tyler End, explains how the company assists pre-retirees and retirees with financial planning, focusing on healthcare costs and outliving savings. Retirable offers comprehensive services, including income source consolidation, spending analysis, investment management, and budget guidance. They provide fraud protection, support from fee-only advisors, and competitive fees. Retirable collaborates with brokers to deliver holistic financial and healthcare planning, with a simple client introduction process and compensation for brokers.
Timestamps
(1:41) About Retirable
How Retirable helps seniors
(5:41) Demo
Step-by-step through the process
(11:27) Introducing Retirable to Clients
Starter questions, best practices
(14:24) Getting Started
How to sign up, how to send referrals, tracking your success
(20:38) Questions
Agents ask questions
