The Certified Retirement Financial Advisor™ Credential is for financial advisors who have at least 2 years or comparable experience as fundamental knowledge of insurance, investments and taxes will be assumed.

The Certified Retirement Financial Advisor™ Credential is for financial advisors who have at least 2 years or comparable experience as fundamental knowledge of insurance, investments and taxes will be assumed.

This is a comprehensive, 4 day program with no filler. The program is designed for advisors who want to be leading advisors in the retiree market and for advisors who want a comprehensive understanding of the issues faced during the distribution phase of life. The program is not only designed as an educational program but also contains marketing education and a marketing program to get you more affluent retired clients. The mission of the program is to produce the top advisors to retirees in the US. Ten percent of tuition is devoted to the marketing program.

Direct Benefits from Attending

• Be one of the elite advisors who hold the CRFA™ credential
• Gain comprehensive knowledge of serving ALL retiree financial needs and be their only advisor
• Benefit from the marketing of the CRFA designation to affluent retirees through an active Internet and mail campaign
• Learn to manage investments, present insurance, and craft air-tight retiree financial plans
• Learn how to “un sell” the retiree’s current portfolio and move money from their current advisor
• Gain the system for earning more from each client, serving fewer clients, and providing top-quality service
• Gain the system for retiree referrals by the boatload
• Learn the magnetic marketing that attracts affluent retirees owning significant assets
• Learn to gain CPAs’ and attorneys’ trust and win referrals as a specialist
• Learn to pack a seminar with CPAs who can refer business to you

This is a comprehensive, 4 day program with no filler. The program is designed for financial advisors who want to be leading advisors in the retiree market and for advisors who want a comprehensive understanding of the issues faced during the distribution phase of life. The program is not only designed as an educational program but also contains marketing education and a marketing program to get you more affluent retired clients. The mission of the program is to produce the top advisors to retirees in the US.

As a retiree, it makes no sense to select a generalist as your advisor when you can have a specialist.  Find the right financial advisor at http://www.retirement-financial-advisor.com/index.html