SOLUTIONS - For the Financial Planner

To address these innovative lifestyle challenges, Rembrand Lifestyle developed a Life Management program for every Life Event your financial clients may face. We have developed 92 different modules for Boomers in the New Retirement.

These modules are categorized into:

• Career/Retirement Transitions

• Relationship Changes

• Health and Wellness Education

All our modules are inter-related and support critical financial decisions. This permits a financial planner to direct clients to the online e-learning tools and resources while still focusing on product sales.

We are niche market experts who have combined proven service know-how with vast experience. Based on our extensive research within the financial marketplace, every module links finances, health/wellness and different life transitions or life events. While your clients take the self-directed online e-learning modules, they are further supported by discussions with the advisor who helps guide them to make money decisions based on new life goals.
 
To learn more about how you can access our tools and resources, please contact kdixon@rembrandlifestyle.com