Prompt clients to reflect on their vision for retirement. Explore their desires, role models and sense of purpose.
Discuss clients’ personal interests, strengths and views to help them embrace new goals, build social connections and make meaningful contributions in their retirement years.
Provide the support and resources your clients need to transform their ideas into reality so they can feel empowered and confident in their journey.
Ensure your clients have a plan in place that secures their wealth and allows for a seamless transition of financial decision-making in the future.
Where your clients live impacts their quality of life, health and wealth. Consider location, accommodation type and access to health care when helping clients decide where to live.
Health issues can lead to tough decisions for loved ones. Encourage clients to communicate their wishes clearly to family and doctors as well as have necessary documents in place.
Drive greater business efficiency, develop your team, consider new growth opportunities and deliver for your clients and prospects.
Your relationships with your clients are key to the growth and sustainability of your business. Connect with clients and deepen their trust.
Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained visiting the iShares ETF and BlackRock Mutual Fund prospectus pages. Read the prospectus carefully before investing.
This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader.
Prepared by BlackRock Investments, LLC, member FINRA.
Not FDIC Insured | May Lose Value | No Bank Guarantee
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