WealthVoice Script Package: Boomer Bundle

Working with the fabulous team at WealthVoice… but not sure what to talk about? Our pre-packed script bundle is here to help. Each bundle includes four sample scripts, with callouts for how you can customize the text to highlight the value you bring to the table. (Don’t want to customize? Just use them as-is!)

We’re currently offering two bundles.

• The Boomer Bundle. This addresses topics relevant to the boomer generation, i.e. anyone retired or very close to it.

  • Sequence risk

  • Inflation

  • What is probate?

  • Volatility

Spend less time agonizing over your scripts and more time benefiting from the impact of audiograms and podcasts.

(Want to focus on issues facing younger clients? Check out the Next Gen Bundle?)