Retireability Score NEW

What is the Retire-Ability Score?

The Retireability Score rates your clients' retirement readiness based on 8 key factors:  Vision, Health, Interests, Social Needs, Home, Lifestyle, Financial, and Legacy.
The RS provides them with customized reports, and a detailed Action Plan to close their Retirement Planning gaps.

3 Distinct Deliverables

  1. Clients like it – double referral.
  2. Prospect closing rate doubles – see testimonial (David Allard's testimonial).
  3. Uncovering previously unknown needs in which you can better support clients and gain their trust – see Jamie smiths testimonial.







We brand and post this tool to your website.
Notify your clients and prospects alike to complete this 10 minute survey.

All results are secured under your own password protected website. They will automatically receive their one page overview and you will be notified once complete.

You receive a detailed report and action plan on how to better provide for your clients retirement needs.

Each report details areas in which many advisors lack the time to better understand their clients specific needs.

Why does this matter?

“As a 2 month member of Advisor Research Groups’ Retire-Ability Score tool, our investment in their service has already more than paid for itself. On multiple occasions, referrals have taken the Retireability Score questionnaire and revealed information not previously revealed in other fact-finding discussions. Many times these unspoken needs have led to insurance sales we wouldn't have previously identified.
I highly recommend this small investment that has such a big impact.“
  Jamie SmithCFA, BBA | St. John’s, NL
Click here for more testimonials

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