What experience do you have working with retirement planning and investment products?
What is your understanding of the various types of retirement plans available to individuals and businesses?
What do you feel are the key considerations when planning for retirement?
How would you go about helping a client assess their current financial situation and develop a retirement plan that meets their needs?
What resources do you use to stay upto-date on changes in the retirement planning landscape?
Have you ever encountered any challenges when helping clients plan for retirement? If so, how did you address them?
What do you think is the most important thing to keep in mind when helping someone plan for retirement?
Do you have any suggestions on ways to help people stay disciplined with their retirement savings goals?
Are there any red flags that people should be aware of when they are looking at different Retirement Specialist services/products? What can someone expect from working with a Retirement Specialist like yourself?
