Prospecting
Now that you’ve learned about VISTA’s strategy and the resources available to you through the program, it’s time to start putting your knowledge to work. You can help your clients and prospects learn about your retirement income planning services with a variety of consumer-facing marketing materials included in the VISTA program.

Creating Your Retirement Income Strategy

This series of materials is designed to help you introduce the concept of the Retirement Income Pyramid and to lead consumers through the process of allocating assets based on specific types of income needs.

Protecting Your Retirement Income

These materials can be used as a follow up to Creating Your Retirement Income Strategy or on its own.