Adviser > Individual > 2010 > 2010 Planner
2010 Planner
Use our simple tool to identify key messages and solutions to discuss with your clients.
To help you maximise the sales opportunities the 2010 Age Change offers you and your business, we've created a simple decision tree to help you identify the opportunities, key messages and solutions to discuss with your clients.
We've also exemplified the potential impact of the age change using customer stories in the planner. The people in these examples are fictitious.
A full assessment of your client's needs must be confirmed before a recommendation is made. Key features, including a projection which is personal to your client's circumstances, must be provided if a recommendation for an investment product is made.
For professional advisers only
