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'Back of Napkin' ideas
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EXPLORE CONCEPTS
Three-legged stool
With your help, clients can create an income plan that helps address their needs and can be supplemented by whatever Social Security or pension funds are available when the time comes.
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RMD + legacy
Some clients may not need their required minimum distributions (RMDs) and also want to ensure they can leave a financial legacy for their loved ones. What if there were a potential solution to help with this situation?
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Shirtsleeves to shirtsleeves
The old adage says a family can go from 'shirtsleeves to shirtsleeves' in 3 generations due to miscommunication of values, advice, and more.
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Route 65
Delaying Social Security payments can help clients get the most out of their Social Security income.
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Break-even burden
Simple math tells us that when something loses a percentage value, increasing that same percentage won't get back to where the value started.
Retirement road trip
Making the choice to be prepared can be a smart move whether you're planning a road trip or planning your retirement.
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RMD + reserve
Some clients may not need their required minimum mistributions (RMDs) and also want to plan financially for upcoming or unexpected events. What if there was a potential solution to help with this situation?
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Order the full kit
The kit includes all of the Back of Napkin concept flyers in an easy-to-transport folder.