Preparing a retirement comparison
Jordan asks about retiring at 62 or 63. Alex checks the client’s stated goal and the outstanding pension statement before preparing both scenarios.
Read the retirement review guideCustomers
How advisors serve clients.
See how a wealth advisor uses a retirement review template and how an insurance associate builds an intake after a client moves. Both stories use fictional meetings.
Morgan household
How an advisor documents a retirement review
Follow wealth advisor Alex Rivera through a fictional meeting in Atomiq, from Jordan Morgan’s transcript to a reviewed retirement form.
Lee household
How an insurance team builds a coverage intake
An insurance service associate turns a fictional call from the Lee household into a custom intake form for the advisor handling the review.
Illustrative advisor workflows
Two ways to prepare for a client review.
Handling a change of address
The Lee household has moved. The service team records the coverage question and asks for the new address and policy schedule ahead of the review.
Read the coverage review guide