Retirement Explorer®
Business Development Program


Most people nearing retirement age believe they have a strategy set up for their retirement, but very few people have really run that strategy through a 'time-test' to see if the results match up with their lifelong dreams. Such a close look may be important - without it, how can you really be sure?

In a recent survey of adults approaching retirement, participants where asked, "What is the #1 financial concern that you face?". Here's what they said:

  • "Having stable, predictable retirement income"
  • "Outliving my retirement savings"
  • "Running out of time"

The number of Americans that have never even considered the amount of money needed during retirement is shocking. What's even more surprising is that many Boomers do not realize they are ill-prepared for retirement. Clearly, there is a "disconnect" between how much money is needed during retirement and how it will be funded.

Personalized Brokerage Services has developed a marketing and business development program that helps you address the biggest concerns Boomers face!

Did You
Know?

According to MSN Money, approximately 10,000 Boomers are reaching retirement age every day over the next 20 years1. This equates to roughly 77 million people. If none of them see you as their financial professional, the statistics don't matter and the opportunity remains just outside your reach!

1"Stock Quotes, Financial Tools, News and Analysis - MSN Money." Stock Quotes, Financial Tools, News and Analysis - MSN Money. Web. 27 Aug. 2015.

Marketing Materials

Radio Commercial Advertising
Boomer Radio Commercials

Radio spots designed specifically to address the needs and concerns of income at retirement.

Print Advertising
Print Advertising

Lifestyle focused ads that help differentiate your practice with Boomers.

Workshop Marketing
Workshop Marketing

A turnkey system to help attract and develop leads for your practice.

Website Videos
Website Video

Integrated web video to help excite Boomers about doing business with you.

Break Through To Boomers

We've developed a turnkey marketing and business development program that helps you address the biggest concerns Boomers face! Not only have we developed a process that has everything from targeted advertising to one-on-one business development methods, but we have also decided to work with a small group of financial professionals so we can help implement everything for you! This tight collaboration between you and Personalized Brokerage Services demonstrates our willingness and commitment to help grow your practice.


What's included for your practice with Retirement Explorer®?

  • Exclusive Boomer Focus Territory™

  • Advertising pieces specific to retirement income planning with a focus on the Boomer market

  • Retirement Explorer® income strategy "red line solution" software

  • Comprehensive marketing and advertising materials including: logo, business card, Power Point presentation, invitation, presentation folder, evaluation form, brochure, cover page, client data form, starter pack, appointment card, and "one-sheet" process

  • One-on-one practice development coaching

*Retirement Explorer® is a software program designed to help agents review the effectiveness and potential success of a retirement strategy. Retirement Explorer® is not a comprehensive financial plan, nor is it a comprehensive overview of all of your portfolio holdings.