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Founded by MDRT, NAIFA and FSP, the Partnership for Retirement Education and Planning (PREP) is an unprecedented collaboration of non-profit associations representing more than 200,000 financial service professionals, created to help Baby Boomers better prepare for retirement.
PREP partners are increasing educational opportunities for their members, to help them better understand the unique needs of Boomers.
 These partners
believe individuals must create and protect their own financial well-being, supported by certain rights of financial dignity. They have endorsed a Financial Dignity Bill
of Rights, which says consumers have:
- The right to participate in employer-sponsored plans, if offered.
- The right to receive government benefits, if eligible.
- The right to receive ethical and honest counsel from trained and capable financial professionals.
- The right to financial solutions involving appropriate plans, products and fair, ethical practices from providers of financial services.
Taking any action to better prepare for retirement is better than doing nothing. Get started today!
Depending on where you are in your financial planning process, you must take steps to plan your Lifestyle, Life Income and Lifeboats based on the number of years until your retirement. View suggestions for the categories below and Take Action.
- Working Boomer (10+ years to retirement)
- Near-Retirement Boomer (Less than 10 years to retirement)
- Retired Baby Boomer
- Invite a PREP member to speak about retirement to your organization.
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