Five-Year Checkpoint
Help pre-retirees map essential spending, reliable income, remaining gaps and liquidity reserves.
Paycheck MapSecond Half Annuity Prospecting Playbook
Your next 12 annuity campaigns are already drawn up!
Turn timely retirement-income decisions into useful conversations with ready-to-run outreach for the second half of 2026.
- ✓Calls & emails
- ✓Seminars & social
- ✓5-touch follow-up
12 campaignsBuilt around timely triggers
Ready-to-use copyCalls, emails and social
30-day launch planA practical four-week cadence
Measurable actionFrom list to next step
FREE
33-PAGE
GUIDE
33-PAGE
GUIDE
A better reason to reach out
Lead with the review—not the product pitch.
Retirement uncertainty, money in motion and reduced pension coverage create repeated reasons for advisors to begin useful conversations. This playbook shows you how to match each conversation to a specific event, deadline or planning gap.
“Who has a timely retirement-income decision that deserves a better review?”
Each campaign includes a defined audience, trigger, lead offer, discovery questions and success measures—plus the outreach to put it into motion.
See what’s inside ↓Inside the playbook
12 timely plays. One practical campaign system.
Choose the trigger that fits your book of business, customize the materials and launch with a clear outcome.
CD Maturity
Create a decision meeting before automatic renewal turns an opportunity into inertia.
Maturity ComparisonMYGA Review
Evaluate renewal, exchange, withdrawal and income options at an important contract anniversary.
Contract ReviewRollover Decision
Earn the planning conversation through a balanced look at four available paths.
Four-Path ReviewExcess Cash
Help recent retirees give idle cash a clear job without losing sight of liquidity.
Cash Buckets ReviewMarket Confidence
Turn volatility concerns into a structured conversation about retirement resiliency.
Retirement Stress TestNo Pension
Explore ways to address the lifetime-income role once filled by employer pensions.
Personal Pension AnalysisInherited IRA
Guide beneficiaries through timing, distribution and retirement-income questions.
Inherited TimelineAnd four more triggers
Liquidity events, Social Security bridges, year-end RMDs and existing-client income gap checkups.
Complete Outreach KitsThe campaign principle
A simple system your team can repeat.
Every campaign starts with a timely client event and offers a useful planning deliverable—not a product pitch.
1
Segment
Find households with a specific event, deadline or planning gap.
2
Invite
Offer a worksheet, comparison, scorecard or review.
3
Discover
Quantify income, liquidity, risk, tax status and participants.
4
Compare
Evaluate reasonable alternatives and explain tradeoffs plainly.
5
Follow through
Document the next step and maintain an educational cadence.
Get the free playbook
Put your next campaign in motion.
Complete the form to access all 12 campaigns and choose the most time-sensitive segment in your book today.