John and Susie Average Case Study

(Pre-Retirees within 10-15 years of retirement)

Investment Collateral

Transition Report

Hypothetical Performance

Tax Alpha Report

Transition Analysis Template

For questions on John and Susie Average Investment Collateral or how you can work with the Investment Consulting Group, email investmentconsulting@wealthcarecapital.com

GDX360 Profile Collateral

Client Questionnaire

Client Experience Powerpoint

Scenario Report

For questions on this case study or to view the John and Susie Average household/profile in GDX360, email training@wealthcarecapital.com.

Marketing Collateral

John and Susie Case Study - Front and Back

Pre-Retiree 1-Pager

1/4 Page Ad

Social Media Post

Email Signature or Banner Ad

To customize the WE CARE John and Susie Average marketing collateral using any of the above pictures and your business information, email marketing@wealthcarecapital.com.