Retirement Path Roadmap
with Joel Solomon
The Retirement Path Roadmap is a retirement income planning selling system developed by a leading IUL producer, who is also a member of MDRT. This software package/selling system enables producers and/or marketers to run projected income numbers for clients in order to determine the client’s retirement income gap. To utilize the software, attendees would need to receive a minimum number of hours to learn the inner working of the client input and the client output/presentation that is generated. The training would be held by Accordia Life in cooperation with Joel Solomon. This selling system is an exceptional tool for the IUL cash accumulation sale. It includes sales concepts and client presentations which are easy to use. This introduction of the RPR will be a great way for Brokers to see the this exceptional tool.
