'Back of Napkin' ideas

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EXPLORE CONCEPTS
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Three-legged stool

Three-legged stool

Three-legged stool information
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 and legacy

RMD + legacy

RMD Information
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

Shirtsleeves to shirtsleeves

Shirtsleeves to shirtsleeves informaion
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

Route 65

Route 65 information
Delaying Social Security payments can help clients get the most out of their Social Security income.
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Break-even burden

Break-even burden

Break-even burden information

Simple math tells us that when something loses a percentage value, increasing that same percentage won't get back to where the value started.

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Retirement roadtrip

Retirement road trip

Retirement roadtrip information
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

RMD + reserve

RMD Reserve information
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 full kit

Order the full kit

Order full kit information

The kit includes all of the Back of Napkin concept flyers in an easy-to-transport folder.

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