Client retirement
Respond when a client mentions retiring or planning to retire soon and ensure all critical retirement planning topics are addressed.
When clients mention they're retiring or planning to retire soon, I want to respond thoughtfully and ensure all critical planning considerations are addressed.Follow these steps:1. Pull the client's contact record from my CRM.2. Draft a congratulatory email outlining planning topics: income planning, Social Security, healthcare, tax strategy, investment reallocation, and estate planning.3. Create a retirement planning session task due in 1 week.4. Add a note to the client's CRM record documenting the life event.5. Update the client's status in the CRM to reflect retiring or retired.
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