The Advisor of Choice programs main feature is the Income Readiness Review, a customizable program that gives an adviser the materials needed to conduct a review with clients: an income review matrix, appointment invitations, confirmation letters, worksheets, review summary, referral follow-up and more.
The Advisor of Choice also provides education, business-building sales support and other customizable tools.
Research has shown that a large percentage of investors aged 55 to 65 are looking for an adviser who can help them develop a comprehensive retirement plan, said Marc Costantini, president of John Hancock Variable Annuities.
A majority of these investors would be willing to consolidate all of their assets with one trusted adviser who demonstrates the capability to best position their assets to help produce retirement income, he said.
